Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Just a further question along this line. I opened my Roth IRA April 4 and did designate the contribution as 1999. However all the paper work that I have gotten from the brokerage has it listed as a "2000 rollover". Don't ask me where they got this. I have contacted them twice about it, and supposedly they are processing some paperwork to change the year.


1) How concerned should I be about this and the June 30 reporting date for the IRS?

2) Can the same type of paperwork be filed for the original poster, or is it only possible because my brokerage is the one that made the error?

Thanks for your help!

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
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.