To find your calculated IRA contribution totals by year:
- Navigate to your Retirement goal from your dashboard, or from the “Investing” drop-down menu in the navigation bar on desktop.
- Scroll until you reach the “Resources” section of the page. That’s where you’ll see your total IRA contributions for each tax year.
- You can also expand each year to view your contributions to individual IRA accounts.Note: If you made a recharacterization within or excess withdrawal from your IRA, the calculation above may not be accurate and should not be relied upon. Please refer to your monthly account statements from Folio, Ellevest’s broker-dealer partner, to obtain accurate contribution amounts.
You can also find your IRA contributions and their corresponding year in the “Transactions” section of your selected retirement account. All contributions will be labeled with the contribution year.
Please note: We aren’t able to track your IRA contributions to any IRAs held outside of Ellevest, but any and all IRAs you own are subject to the same annual maximum contribution. You can find more helpful information regarding IRA contributions here.