There's still time! See below for 2022 tax year deadlines.
- IRA Contributions via ACH: April 13, 2023
- IRA Contributions via Postdated Check: April 18, 2023
- Excess Contribution Submission: April 18, 2023 (or October 16, 2023, if filing with an extension)
- Recharacterization Submission: April 18, 2023 (or October 16, 2023, if filing with an extension)
- Contribution Year Change: April 18, 2023
- Tax Filing Extension Deadline: October 16, 2023
As a reminder, form 5498 will become available on May 31, 2023 (and is not required for tax reporting).
Please note, personal information can no longer be updated for this year’s tax documents. 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.