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.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra