Frequently Asked Question
I didn't record my Traditional IRA contributions. Is there a website that lists IRA contribution limits for past years?
Visit the Congressional Budget Office's Online Tax Guide, which summarizes IRA contribution limits and phase-out ranges for every year from 1974 onwards.
You may also want to ensure that you file Form 8606 for any year in which you made non-deductible contributions to your Traditional IRA.
For further reading, check out Correcting Ineligible (Excess) IRA Contributions - Part 1 and Part 2.
This question was answered by Denise Appleby
(Contact Denise)
You may also want to ensure that you file Form 8606 for any year in which you made non-deductible contributions to your Traditional IRA.
For further reading, check out Correcting Ineligible (Excess) IRA Contributions - Part 1 and Part 2.
This question was answered by Denise Appleby
(Contact Denise)
by
Denise Appleby
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.
With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
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