2022 Key Compliance Dates and Holidays

JANUARY

• January 1 – New Year’s Day

• January 17 – Martin Luther King Jr. Day

• January 28 – Data Privacy Day

• January 31 – Forms W-2 & 1099 Distribution & Filing Deadlines (Paper & E-file)

• January 31 – Forms 1095-B and 1095-C Furnish to Employees Deadline

• January 31 – Quarterly Forms 720 and 941 Due

• January 31 – Annual Form 940 Due (if quarterly FUTA taxes were not paid when due)

FEBRUARY

• February 1 – Post OSHA Form 300A Summary through April 30

• February 10 – Annual Form 940 Due (if quarterly FUTA taxes were paid when due)

• February 21 – President’s Day

• February 28 – ACA Forms Paper Filing Deadline, including Forms 1095-B and 1095-C

MARCH

• March 1 – HIPAA Breach Employee Notification

• March 1 – Form 8809 Paper Filing Deadline

• March 1 – Form M-1 Filing Deadline

• March 2 – CMS Creditable Coverage Disclosure (for calendar year plans)

• March 2 – OSHA Form 300A Due

• March 4 – Employee Appreciation Day

• March 8 – International Women\’s Day

• March 13 – Daylight Savings Time Begins

• March 31 – Forms 1095-B and 1095-C E-Filing Deadline

• March 31 – Form 8809 E-Filing Deadline

• March 31 – EEO-1 Reporting and Filing Deadline

• March 31 – End of Q1

APRIL

• April 15 – Tax Day

• April 15 – Forms 7004 and 8928 Filing Deadline

• April 27 – Administrative Professionals Day

• April 30 – Quarterly Forms 720 and 941 Due

MAY

• Global Employee Health and Fitness Month – Encourage healthy lifestyles and workplace wellness

• May 15 – Non-Profit Tax Returns Deadline, including Form 990

• May 30 – Memorial Day

JUNE

• June 14 – Flag Day

• June 30 – End of Q2

JULY

• July 4 – Independence Day

• July 31 – Forms 5500 and 5558 Filing Deadline (for calendar year plans)

• July 31 – Quarterly Forms 720 and 941 Due

AUGUST

• National Eye-Exam Month – Encourage employees to take advantage of vision benefits

SEPTEMBER

• September 5 – Labor Day

• September 5-10 – National Payroll Week

• September 30 – SAR Furnish to Covered Participants Deadline

• September 30 – End of Q3

• PTO Check – Remind employees to check PTO balances before Q4

OCTOBER

• National Disability Employment Awareness Month

• October 3 – QSEHRA Notice Deadline (for QSEHRAs that begin January 1, 2023)

• October 3 – RDS Application Due to CMS (for plan years beginning in January 1, 2023)

• October 10 – Columbus Day

• October 14 – Medicare Part D Notice of Creditable Coverage Delivered to Plan Participants

• October 16 – National Boss’s Day

• October 17 – National Boss’s Day (observed)

• October 31 – Forms 720 and 941 Due

• October 31 – Halloween

 NOVEMBER

• November 6 – Daylight Savings Time Ends

• November 11 – Veterans Day

• November 24 – Thanksgiving

• Remind Employees to submit FSA receipts before EOY

DECEMBER

• December 25 – Christmas Day

• December 26 – Christmas Day (observed)

• December 31 – New Year’s Eve

• December 31 – End of Q4

FIRST DAY OF PLAN YEAR AND ANNUAL NOTICES

• ADA Wellness Program Notice

• CHIP Notice

• GINA Wellness Program Authorization

• Grandfathered Plan Notice

• Newborns\’ and Mothers\’ Health Protection Act Notice

• Notice to Enrollees Regarding Group Health Plan Opt-out

• Wellness Program Notice of Reasonable Alternatives

• Women\’s Health and Cancer Rights Act Notice