New answers tagged retirement-plan
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Can I treat a SEP contribution made in 2021 as partly for 2020 and partly for 2021?
this is a great idea. I am pretty sure you can do the carryover as you proposed; see Pub 560, under the heading "Carryover of Excess SEP Contributions", as well as Table 4-1 "Carryover ...
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Can I treat a SEP contribution made in 2021 as partly for 2020 and partly for 2021?
A SEP contribution made between Jan. 1 and Apr. 15 can be applied to the current year or the previous year. My brokerage (Fidelity) does not ask and doesn't appear to care the year to which it ...
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