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Retirement tax questions
Thank you so much, ThomasM125.
Just to be sure, when is the deadline to remove the excess contribution for SEP-IRA? 4/15 or 5/17? It takes 10 days for the financial institution to process the request. I was told by them the 1099-R for the removal excess will be for the 2021 tax filing.
Warm Regards.
‎April 13, 2021
1:55 PM