The tax filing deadline is almost here. We've outlined the important dates you need to know to ensure your contributions count towards the 2020 tax year.
| Contribution source | Deadline | Why it's important? |
| Internal transfer (i.e., from a non-registered account to an IRA) | April 8, 2021 10 pm EST | Last chance to request an internal transfer from a non-registered account to an IRA for it to be processed in time to count as a 2020 contribution. |
| Recharacterizations | April 8, 2021 10 pm EST | Last chance to request a recharacterization for it to be processed in time to count towards 2020. |
| Removal of excess contributions | April 8, 2021 10 pm EST | Last chance to request a removal of excess contribution for it to be corrected in time before the tax filing deadline. |
| From an already linked bank account | April 8, 2021 2 pm EST | Last chance to make a deposit as a 2020 contribution. |
Comments
0 comments
Please sign in to leave a comment.