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Deductions & credits
The deadline to obtain a return of excess contribution is October 15 if you request a filing extension or you file your tax return by April 15 (even if you did not request a filing extension). If you file by April 15 and obtain the return of excess contribution after April 15 but no later than October 15, when amending your tax return you must include the notation "Filed pursuant to section 301.9100-2"
‎February 4, 2025
8:12 PM