- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
you have to state the year to both the custodian and the tax software because your year's contribution for 2021 or 2022 in total for both types must be less than $6,000
If Schwab doesn't let you specify last year now, before Tax Day, you misread the form.
‎January 11, 2023
3:49 PM