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Can I e-file my 2018 federal and State with out knowing if my Roth re characterization will be complete by April 15 2019? Or should I file for an extension?
I requested to remove $2400 (excess Roth contribution form my brokerage account). I'm not sure if they'll be able to complete the transaction by today, April 15th. Should I, A) File for an extension of my federal 2018 tax return or B) Should I just e-file my Federal 2018 Tax return along with my State return by today, April 15th? Will I be penalized if I do option B if my brokerage account doesn't complete the transaction by April 15th?
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‎June 1, 2019
4:38 PM