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Retirement tax questions
SEP-IRA custodians, including Fidelity, do not track the year for which a SEP contribution is made. They only track the year in which the contribution is made. It's the employer's responsibility to track the year for which the contribution is made.
And you certainly will receive a Form 5498 reporting SEP contributions made within a particular year (but not the year for which the contribution was made).
March 9, 2023
6:01 PM