October 2018

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Deadlines for Monday, Oct 15th

Extended Individual Tax Returns Due Individual
If you got a filing extension on your 2017 tax return, you need to get it completed and postmarked by October 15, 2018.
Last Chance to Recharacterize 2017 Roth IRA Conversion Business
If you converted a traditional IRA to a Roth during 2017 and paid tax on the conversion with your 2016 return, October 15 2018 is the deadline for recharacterizing (undoing) the conversion. Doing so could save you money if the IRA has lost money since the time of the original conversion.

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