The tax filing deadline has been extended to May 17th, 2021. 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)||May 5, 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||May 5, 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||
May 5, 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||May 16, 2021||Last chance to make a deposit as a 2020 contribution.|