VMOO
Level 3

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.