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Author: pinw Two stars, 250 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121572  
Subject: Roth IRA contribution year problem Date: 10/14/2013 4:27 AM
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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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