jc169
New Member

Retirement tax questions

Not happy about the timing.  Husband was out of work the entire year and finally found a job towards the end of the year and so decided to take advantage of the misfortunate.    I submitted the request very late in 2023, but I also think that the institution should at least be clear about their processing time.  If I were putting money to purchase an IRA on 4/15, no matter what day it lands, I am quite sure it will be counted.  These two types of transactions are not treated equally.