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Retirement tax questions
Are you eligible to contribute to a SEP IRA for 2023? If so, because you made the contribution in 2023 a portion of it can be considered to be a contribution for 2023. You as the employer are the one who tracks the year for which the contribution was made. SEP-IRA custodians and Forms 5498 only track the year in which the contribution was made.
‎January 13, 2024
5:52 PM