Updated
How do I change the tax year for an IRA Contribution?
When you schedule an IRA deposit between January 1st and the tax deadline (April 15th in 2024), we'll give you an option to select the tax year for your contribution.
If the contribution has already been completed but your realize it's attributed to the incorrect year, you can update this through the full website (not currently available on our mobile app).
To do this, log into the website and click into your account page. On the top right side of the page, click the link that says Manage and there you will see the below link to change the year:
The website only allows you to update the year for contributions made from an external bank account. If you need to do this for a contribution made from a Wealthfront Cash Account, please reach out to support@wealthfront.com.
Note: This is only available for Traditional and Roth IRAs, not for SEP IRAs. Learn more.
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