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Get your taxes done using TurboTax
If your brokerage will only allow your March 2024 contribution to be designated for 2024, how can you make a 2023 contribution in their system? Or can you?
At this point, it sound like your contribution is not an excess contribution for 2023; it's only a 2024 contribution.
If you can clarify with more details, we'll try to help.
Here's more info on Excess 401K Contribution.
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March 28, 2024
11:00 AM