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puravidapto
puravidapto
Level 7
February 12, 2023
Solved

"IRA contribution must be deposited on or before April 18, 2023"

  • February 12, 2023
  • 1 reply
  • 8 views

The client letter reads:

"The contribution to your traditional IRA for 2022 is $6,000. To ensure that your contribution is allowable, $6,000 must be deposited to your account on or before April 18, 2023"

This verbiage causes a lot of confusion for clients who has contributed already. Is there a way to remove it?

 

This topic has been closed for replies.
Best answer by puravidapto

I found the answer myself after posting the question. If you enter the contribution amount in the filed "Contribution made (letter use only)", the paragraph will not show up. 

1 reply

puravidapto
puravidaptoAuthorAnswer
Level 7
February 12, 2023

I found the answer myself after posting the question. If you enter the contribution amount in the filed "Contribution made (letter use only)", the paragraph will not show up. 

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