- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
oops, Wow, now I see by your original post that you did request an extension.
The deadline is Oct 15, 2025.
You must add a sufficient cushion to prevent a second new excess.
Using the other procedure (Form 5329) may be simpler and leaves the most money in your Roth IRA.
‎April 16, 2025
7:31 AM