IRA conversion to Roth time line

Have client who wants to convert a portion of his IRA to Roth IRA as he did not make that much money this year due to injury.

  • does he have to convert the amount prior to Dec. 31, 2024?
  • or can he convert for 2024 up to April 15th, 2025 when tax returns are going to be prepared?

Thank you,

Douglas



Thank you very much!!!

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