TaxGuyBill
Level 15
03-28-2024
05:48 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'm not sure if they can un-do the SEP at this point. But I'm not sure of the rules for removing a contribution that is NOT an excess contribution.
For the future, your client may want to wait to make any contributions until AFTER you prepare most of the tax return so she can get your input.