September 30th
- Deadline to determine the designated beneficiaries for an inherited IRA.
October 1st
- Deadline to establish a Simple IRA Plan for 2014.
October 15th
- Deadline to recharacterize your excess or unwanted 2013 IRA contributions.
- Deadline to correct any excess 2013 Health Savings Account contributions.
October 31st
- Deadline to submit a copy of all qualified trust documentation to the IRA trustee, custodian or administrator when a trust is the beneficiary of an inherited IRA.
November 2nd
- Deadline for employers to submit their Simple IRA plan notification to maintain a plan for 2015.
December 31st
- Deadline for taking a regular RMD for 2014 -this applies to both IRA owners and IRA beneficiaries.
- Deadline for multiple IRA beneficiaries to take advantage of the separate account rule.
Source: www.irs.gov