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JuneJS
Level 2

How do I tag the year when buying an IRA retroactively (for applying to previous year's taxes in progress)?

When buying an IRA in 2021 before April how do I designate that it retroactive to 2020 taxes? Does the place I purchase it from (e.g. Ally Invest) put that year tag on it?

posted
‎February 21, 2021 6:18 AM
last updated ‎February 21, 2021 6:18 AM
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