How do I retroactively change the tax year on my contribution?

If you would like to change the tax year for any deposits made to your IRA, please contact our Client Support team. You’ll confirm the deposit amount(s) and date(s) of deposit, and we’ll work with our custodian Goldman Sachs Custody Solutions to update it for you.

Please note, the processing time to update the tax year can take 5–10 business days. To avoid any delays, we suggest submitting a one-time deposit for any future contributions (rather than planning to make a retroactive correction).

You have until the tax filing deadline to relabel your contributions. Keep the annual contribution limit for IRAs in mind when you file your request to ensure you don't exceed the limit for the year.

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Please consult a tax advisor for any questions specific to your tax needs.