Timeline for Funding an ira or roth ira
Current License: CC BY-SA 3.0
4 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Sep 15, 2015 at 18:06 | comment | added | public wireless | So for Year X, beyond just knowing how much money was deposited into the IRA, do you actually need any info from the 5498 to do your Year X taxes? | |
| Sep 14, 2015 at 22:25 | comment | added | Dilip Sarwate | @OP As a general rule, Form 5498 for Year X is rarely issued before the Year X tax return filing deadline of April 15, X+1 or so. So, the numbers on Form 5498 for Year X cannot be used in preparing the tax return for Year X; the taxpayer must keep track of how much was contributed and to what kind of IRA. Also, for IRA contributions for Year X that are made between Jan 1, X+1 and April 15, X+1 should be clearly spelled out as such (don't screw this up!) because they might get recorded as Year X+1 IRA contributions | |
| Sep 14, 2015 at 15:32 | vote | accept | public wireless | ||
| Sep 14, 2015 at 14:57 | history | answered | littleadv | CC BY-SA 3.0 |