Common use of Carryback Contributions Clause in Contracts

Carryback Contributions. If you make a contribution between January 1 and April 15, tell the Custodian which tax year the contribution is for. If you do not indicate otherwise, the Custodian will report it to the IRS as a current year contribution (the year received).

Appears in 4 contracts

Sources: Traditional Individual Retirement Account Custodial Agreement, Traditional and Roth Individual Retirement Account Custodial Agreement, Traditional Individual Retirement Account Custodial Agreement