Q4 IRS deadline check for advisors: which clients an RMD, QCD or SEP date hits. Stateless.
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For each client, return which remaining Q4 deadlines hit them, why (e.g. 'age 74 with a Rollover IRA', 'on extension with a SEP IRA'), and whether an open item already covers it. Use initials or ids, not names; inputs are not stored.
Date to check from (YYYY-MM-DD). Defaults to today, US Eastern.
For each client, return which remaining Q4 deadlines hit them, why (e.g. 'age 74 with a Rollover IRA', 'on extension with a SEP IRA'), and whether an open item already covers it. Use initials or ids, not names; inputs are not stored.
| Argument | Type | Description |
|---|---|---|
| as_of | string | Date to check from (YYYY-MM-DD). Defaults to today, US Eastern. |
| clients* | array |
{
"type": "object",
"required": [
"clients"
],
"properties": {
"as_of": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Date to check from (YYYY-MM-DD). Defaults to today, US Eastern."
},
"clients": {
"type": "array",
"items": {
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"maxLength": 40,
"description": "Client id or initials, e.g. C-2087 or MB"
},
"accounts": {
"type": "array",
"items": {
"type": "string",
"maxLength": 40
},
"maxItems": 30,
"description": "Account types, e.g. Traditional IRA, Rollover IRA, SEP IRA, SIMPLE IRA, Inherited IRA, Roth IRA, Individual, Joint"
},
"birth_year": {
"type": "integer",
"maximum": 2030,
"minimum": 1900
},
"open_items": {
"type": "array",
"items": {
"type": "string",
"maxLength": 200
},
"maxItems": 30,
"description": "Open to-dos, e.g. 'Confirm RMD plan'"
},
"on_extension": {
"type": "boolean",
"description": "Filed a 2025 tax extension"
}
},
"additionalProperties": false
},
"maxItems": 500
}
},
"additionalProperties": false
}List the Q4 IRS deadlines still ahead (Oct 15 SEP contribution on extension and excess IRA contribution fix; Dec 31 RMD, Roth conversion, QCD), each with due date, who it applies to, days left and the IRS source.
| Argument | Type | Description |
|---|---|---|
| as_of | string | Date to check from (YYYY-MM-DD). Defaults to today, US Eastern. |
{
"type": "object",
"properties": {
"as_of": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Date to check from (YYYY-MM-DD). Defaults to today, US Eastern."
}
},
"additionalProperties": false
}