HOPE2
Level 9

Hello, maybe somebody can assist/help me on this topic,

Client, self-employed with no employees, contributed in SEP IRA for 2021 and just informed me. FIDELITY sent this massage to client that  you will receive an updated 5498 or 5498-SA tax form by the end of May if you made a prior-year contribution to traditional or Roth IRA.... Now, I am going to enter the amount which client contributed in the KEOGH, SEP and SIMPLE CONTRIBUTION WORKSHEET line 4a in SEP section. Is there any thing else that I have to care of this topic?

 

 

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