Staying on top of equity-related tax filings is crucial for every company, especially as deadlines start approaching early in the new year.
We've outlined the key tax dates and details to know for the 2025–2026 tax year in this quick visual guide. It includes important IRS deadlines for Form 3921, 1099-B, and employee filings, plus reminders for when to request your TCC number if you plan to file electronically.
Use this timeline to plan ahead and stay compliant.
Have questions about how these filings work for your company? Start a discussion below or check out our Tax & Compliance resources to learn more.
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Brent Devey
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