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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Winter storm victims, including taxpayers in Texas, Oklahoma and Louisiana, now have until June 15, 2021, to file and pay federal income taxes and make 2020 IRA contributions.
The Internal Revenue Service (IRS) postponed the tax-filing and tax-payment deadlines from April 15 to June 15 to offer relief for the taxpayers impacted by severe storms. Visit the IRS website for eligible disaster-relief locations and additional information.
For a general overview of IRA guidelines and tax considerations, refer to our IRA contribution resources. When submitting an IRA contribution, indicate on the check or through a letter of instruction the applicable tax year and if the IRA owner qualifies under the extended deadline for disaster relief.
The 2020 IRA contributions received between May 17 and June 15, 2021, will be reported on the 2021 IRS Form 5498 issued in 2022. As a reminder, Form 5498 is not required to be attached to income tax returns.