This turned out to be a big mess for me. I did not know you had to file a form. Some one was doing my taxes and I couldn't find where they noted it . At any rate I thought the company Pioneer Would know but they didn't. So I ended up paying tax on the money twice . I would think the investment company would have a fiduciary responsibility .I had the money there for over 10 years .I think you're blaming the wrong entity. The investment company has no way of knowing your contribution will be deductible or not. They don't know what your AGI will be that year. The investment company's fiduciary responsibility does not include doing your taxes.
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