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Retirement tax questions
If you file a request for filing extension for your 2019 tax return, the deadline for completing the rollover of an offset distribution (code M) is extended to October 15, 2020. You had better request the filing extension, complete the rollover of the offset distribution, then file your 2019 tax return. Even though you request a filing extension, your 2019 balance due (or something close to it) is still required to be paid by July 15, 2020.
‎July 14, 2020
1:12 PM
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