Tax filings in the year of ROTH conversion Submitted by Janice Milano on Tue, 2015-12-22 20:41 Must a tax return filing be extended to allow for a 10-15-xx redo? Flag as spam
Permalink Submitted by Alan - IRA critic on Tue, 2015-12-22 21:25
No. To use the 10/15 extended due date to recharacterize a Roth conversion, either a timely extension OR the actual return need to be filed by the regular due date (4/15).