Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Who guesses there may be other reasons for this statement, but can not think of them at the moment...

I have one reason for these statements, to make sure your deposits get credited for the correct year. I thought I had been making my contributions in March/April for the previous tax year, but the nice people at the brokerage house figured if it was 1999, then the deposit must be for 1999 tax year. It was not until I caught up on my IRA deposits a few years later that they told me I had already made my deposit for this tax year. It was a lot of paperwork restating the last three years of deposits into the correct tax years.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.