Can I still make an IRA contribution, manage excess contributions, relabel a tax year, or file an extension?

There's still time! See below for 2024 tax year deadlines.

• IRA Contributions via ACH: April 9, 2025
• IRA Contributions via Postdated Check: April 15, 2025
• Excess Contribution Submission: April 15, 2025 (or October 15, 2025, if filing with an extension)
• Recharacterization Submission: April 15, 2025 (or October 15, 2025, if filing with an extension)
• Contribution Year Change: April 15, 2025
• Tax Filing Extension Deadline: October 15, 2025

As a reminder, form 5498 will become available on May 31, 2025 (and is not required for tax reporting).

Please note, personal information must be updated by December 22, 2024. Goldman Sachs Custody Solutions will not generate new forms for personal information changes.

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Please consult a tax advisor for any questions specific to your tax needs.