Important Roth Conversion Dates

Important Roth Conversion Dates Jan 1, 2010 First day that conversions can be made under new regulations Dec 31, 2010 Last day that conversions can be made to have two years to pay the taxes owed Oct 15, 2011 Last day to recharacterize 2010 conversions (includes extensions) Apr 16, 2012 Tax-filing deadline (50% of the... Read more »

Important Roth Conversion Dates
Jan 1, 2010 First day that conversions can be made under new regulations
Dec 31, 2010 Last day that conversions can be made to have two years to pay the taxes owed
Oct 15, 2011 Last day to recharacterize 2010 conversions (includes extensions)
Apr 16, 2012 Tax-filing deadline (50% of the 2010 conversion amount will be brought into income for 2011 tax year)
Apr 15, 2013 Tax-filing deadline (remaining 50% of the 2010 conversion amount will be brought into income for 2012 tax year)
Source: Merrill Lynch Wealth Management.