When you schedule an IRA deposit between January 1st and the tax deadline (May 17th in 2021), our website will give you an option to specify the tax year for your contribution.
If you made the contribution already but realize that it's attributed to the incorrect year, you can update this through our full website (not currently available on our mobile app).
To do this, log into our website and click into your account page. On the right side of the page, click the link that says "Change the tax year for a deposit."
The website only allows this right now 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 email@example.com.
Note: This is only available for Traditional and Roth IRAs, not for SEP IRAs. Learn more.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
© 2020 Wealthfront Corporation. All rights reserved.