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do I indicate for which year my roth contribution is for when contribute online through a broker?
A friend made a Roth contribution on line in Jan 2023. He said he selected the contribution for 2023, but just received the statement, showing 2024 Roth Contribution. He felt so upset. Does it matter if he still uses this contribution for 2023 tax filing? He expected to have higher income in 2024 and won’t be eligible to contribute. I don’t know if he could call the broker to make corrections. Anyone has this kind of experience? Thank you
March 10, 2024
1:42 PM