Can I view my IRA contributions for the current tax year?

Yes, you can view your IRA contributions for this year, and the previous year (until April 10th) by doing one of the following:

  • To view your total current year contribution per IRA, go to your Retirement Milestone and look at "YTD" in the table.
  • To view last year's total contribution on the website, go to Funding → Deposit, then select your IRA from the list. Next to each year, you will see the amount contributed so far for each year.
  • To view last year's total contribution on the mobile app, go to Funding → Transfer Funds, then select your bank account and IRA for a deposit. On the following page, you will see the amount contributed so far for each year.

Alternatively, you can always view your IRA contribution by tax year by looking at your monthly statements under the section titled "retirement account information." You can view your monthly statements by logging into Settings → Documents.

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