puravidapto
Level 7
02-12-2023
12:25 AM
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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?
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puravidapto
Level 7
02-12-2023
09:52 AM
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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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