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Retirement tax questions
Thanks. Whoever wrote that probably assumed (wrongly) that the 4/15 date was the same at the tax return due date (it usually is but that is just a coincidence). The due date can be changed, as it was this year, but the 4/15 date for excess deferral removal is set by law and is not related to the tax return due date.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 13, 2021
1:36 PM