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Subject: Roth IRA contribution year problem | Date: 10/14/2013 4:27 AM | |
Author: pinw | Number: 119305 of 127549 | |
Two deposits were made to a Roth IRA account in March, 2013. One was properly recorded by the brokerage as being for 2012, and reported on the 5498. The second deposit was recorded as being for 2013, but we would like it to be for 2012 as well. Earned income and other limits are not a problem. Is it possible to do this at this time so we can make a larger contribution for 2013? If so, does the brokerage have to reissue the 5498 or is there another way to handle this? Thank you. |
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