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Retirement tax questions
thank you but my custodian doesn't seem fully informed. They are telling me that they already sent out whatever gets sent out for 2017. I added another $2k to the sep for 2017 but just did that in 2018. They said they made a note that it is to be applied to 2017 . I'm just concerned that if something got to the IRS that said $6k in 2017 contributions, then I'm stating it was really $8k because I added $2k, then there will be a flag or a problem. I know that I will have the documentation to prove it if needed but I would like to avoid having to prove it.
‎June 6, 2019
12:55 AM