What Still Matters After the Deadline Passes

The article provides a month-by-month breakdown of every retirement account deadline, form, and correction window from May through January. Instead of thinking tax season ends on April 15, you need to follow a complete calendar of deadlines throughout the year that affect retirement accounts, including contribution deadlines, correction windows, and required forms.

Yes. The article covers correction windows that exist after April 15, meaning you have opportunities to fix mistakes with your retirement accounts beyond the traditional tax filing deadline. These correction periods vary throughout the year, so it's important to know when they close for each type of mistake.

This resource is designed for people who manage their own retirement accounts or advisors who help clients with retirement planning. It serves as a year-round reference guide to ensure you don't miss any critical deadlines or correction opportunities for retirement accounts.

Filing your taxes by April 15 is just one part of the year. Retirement accounts have their own separate deadlines for contributions, distributions, corrections, and other actions that occur throughout the calendar year, many of which fall after the tax deadline and require specific attention.