What is the IRA contribution deadline?

What is the IRA contribution deadline?

Traditional IRA and Roth IRA

Contributions must be received by your IRA custodian by April 15 of the year following the tax year. No extensions are available. 

SEP IRA

SEP IRA contributions may be made up to the tax filing deadline of the sponsoring business, including extensions. For most pass-through entities (partnerships, S-corporations, and LLCs with S-corporation status), the extended deadline falls on September 15. For C-corporations, sole proprietors, and single-member LLCs, it is October 15.

SIMPLE IRA

Employee salary deferrals are made through payroll during the plan year and must be deposited within a short period after each paycheck, generally within 30 days of the end of the month in which the funds were withheld. Employer contributions follow the business tax filing deadline including extensions, consistent with the SEP IRA schedule above.

When the deadline falls on a weekend or holiday

If a contribution deadline falls on a Saturday, Sunday, or federal holiday, the deadline shifts to the next business day. This applies to all IRA types.

Plan ahead

Contributions to a self-directed IRA require processing time at IRA Resources before they are reflected in your account. Do not wait until the final days of the contribution window to send funds. Submit your contribution and Deposit Coupon with enough lead time for custodial processing, at least several business days before your deadline.

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Disclosure

This information is provided for educational purposes only and should not be interpreted as tax, legal, or investment advice. Readers are encouraged to consult a qualified professional who can offer guidance based on their personal situation.

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