All Collections
Funding
Contributions
How can I make a contribution for the previous tax year?
How can I make a contribution for the previous tax year?

How to select the tax year for a contribution

Updated over a week ago

The IRS allows annual IRA contributions to be made until the tax return filing deadline (not including extensions). For example, most people can make 2021 IRA contributions until April 18, 2022 (or April 19, 2022 for those who live in MA or ME due to Patriots' Day holiday).


Make a contribution to previous tax year on iOS app

  1. Navigate to the Portfolio screen and click Cash Available.

2. Select a linked bank account you wish to make a deposit from and click Next.

3. Enter a deposit amount and click Preview Deposit.

4. On the Deposit Preview Screen, click the Tax Year and pick which year you would like the deposit applied to and then click Confirm Deposit. (Note: The tax year will automatically default to the current year, so you must click Tax Year to select the previous year.)


Make a contribution to previous tax year on web app

  1. Navigate to the Bank Accounts page, and click Deposit next to the account you want send cash from.

  2. On the Deposit Funds form, enter in the tax year you want the deposit applied to and click Verify.

Did this answer your question?