legort69 Posted February 28, 2020 Posted February 28, 2020 Which date is the actual final date to make the refund sans penalty? Also... Folks gonna be mad with their refunds with the market correction
RatherBeGolfing Posted February 28, 2020 Posted February 28, 2020 Neither... deadline is 15th ? MWeddell 1
Peter Gulia Posted February 28, 2020 Posted February 28, 2020 Here’s a 2009 discussion: https://benefitslink.com/boards/index.php?/topic/40926-march-15th-deadline/ And 26 C.F.R. § 301.7503-1 https://www.ecfr.gov/cgi-bin/text-idx?SID=433ece255a30fe50ebca570ba8867b22&mc=true&node=se26.20.301_17503_61&rgn=div8 RatherBeGolfing’s observation isn’t idle, I once worked on a business deal in which my client obtained a national bank’s acts on a Saturday. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Bri Posted February 29, 2020 Posted February 29, 2020 Is it not noon on the 16th? I may sound like I'm trying to be a wise guy, but does the Code define half a month legally? I honestly would think an 11/30 year end plan might have a 2/14 deadline (noon on the 15th this leap year)
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