Important dates and deadlines...

January

Management companies prepare and send out their final statement for the tax year.

US lenders start to mail out Mortgage Interest Statements (Form 1098).  Include a COPY with your completed questionnaire.

Tangible Personal Property Tax Returns are mailed out by the County.  If you receive the return in your home country you should sign and mail the return to us for completion on your behalf.

US lenders mail out Form W-8BEN for completion and return.  Instructions for completing the form can be found on our website.  Please ensure that your information is only disclosed to your own bank or US mortgage lender.  Form W-9 is only applicable to US residents and should be discarded.

Harding & Associates questionnaire should be completed and returned along with COPIES of any supporting paperwork.

February

1040NR/1040EZ.  You may receive, during the first quarter of 2011, a pack of forms and instructions from the IRS relating to the tax form 1040NR or 1040EZ - please discard these forms.  We prepare the tax returns from specialist tax software and do not require "hard copy" forms.

March

2011 Tangible Personal Property Tax Returns prepared to report furniture values for all first year filers and furniture values of more than $25,000 for prior year filers.

April

2010 Real Estate and Tangible Personal Property Tax Bills become delinquent and penalties and interest start to accrue.

June

June 15th - tax filing deadline for non-resident tax returns.  Extensions may be filed to IRS to extend filing date to October 15th without penalty (where no tax is due).

August

County mails out TRIM notices - assessments for Real Estate and Tangible Personal Property Taxes for 2011.   You must notify the Property Appraiser's Office of any questions you may have regarding the assessment by September 1st.

September

Local Business Tax (previously Occupational License) is renewable by 30th September.

November

County mails out the 2011 Real Estate and Tangible Personal Property Tax Bills.  Payment is due by March 31st, 2012 - discounts are available for early payment.  The bills can be viewed by visiting the relevant Tax Collector's Website.

December

Harding & Associates sends out questionnaire for reporting income and expenditure for 2011 tax year.