The deadline to file your 2025 U.S. Form 1040 – U.S. Individual Income Tax Return is April 15, 2026. If you reside outside the United States on that date, you are automatically granted an extension to file until June 15, 2026. Please note that any U.S. tax owing must still be paid by April 15, 2026, to avoid the accrual of interest and penalties, regardless of your filing deadline.
If applicable, please provide us with proof of your U.S. and State tax payments or IRS and State refund notices to support any foreign tax credit claims on your 2025 Canadian personal income tax return.
Given recent changes to tax legislation and the increasing complexity of personal tax return preparation, we kindly request that you collect and submit all required tax information to us no later than March 15, 2026.
Provided below is a link to everything you will need to allow us to prepare your 2025 Form 1040 – U.S. Individual Income Tax Return.
Click to view our 1040 Information Guide
REMINDER: As mentioned in a previous communication, we are in the process of sending registration links to our clients to access the new file portal. Once you have registered, you can use it to securely upload all of your tax information.
Should you have any questions or concerns about anything pertaining to the preparation of your return, please feel free to contact your Lipton advisor.