State
Premium Tax Notes
Important Due Dates
- Premium Tax Annual Filing – March 1
- Premium Tax Filing Installment Filing – June 1
State Contact Information
Philip Barlow
(202) 442-7823
philip.barlow@dc.gov
Surplus Lines Tax Notes
Important Due Dates
- Surplus Lines Semi-Annual One Filing – August 1
- Surplus Lines Semi-Annual Two Filing – February 1
- Surplus Lines Filing Affidavit One – February 10
- Surplus Lines Filing Affidavit Two – March 10
- Surplus Lines Filing Affidavit Three – April 10
- Surplus Lines Filing Affidavit Four – May 10
- Surplus Lines Filing Affidavit Five – June 10
- Surplus Lines Filing Affidavit Six – July 10
- Surplus Lines Filing Affidavit Seven – August 10
- Surplus Lines Filing Affidavit Eight – September 10
- Surplus Lines Filing Affidavit Nine – October 10
- Surplus Lines Filing Affidavit Ten – November 10
- Surplus Lines Filing Affidavit Eleven – December 10
- Surplus Lines Filing Affidavit Twelve – January 10
Julia May
(202) 442-7842
Julia.may@dc.gov
State Specific/Other Tax Notes
Important Due Dates
- Captive Annual Filing – March 2
- Company Renewal – April 30th
- Service Contract Provider Registration – April 30th
Captives:
Dana Sheppard
(202) 442-7820
Dana.sheppard@dc.gov
Company Renewals & Service Contract Provider Registrations:
Sheila Johnson-Parker
(202) 442-7795
Sheila.Parker@dc.gov
Tax Notes
Now accepting the following:
- Premium Tax filings and payments
- Surplus Lines filings and payments
- Captive filings and payments
- Company Renewal applications
- Service Contract Provider Registrations (initials, renewals, and amendments)
All premium tax insurers whose tax liability for the preceding calendar year was $1,000 or more must file an installment filing and payment.
All surplus lines insurers must file a semi-annual filing and payment.
Zero reports are required for all annual filings.