From January 1st of each year until the tax deadline in April, clients can choose the contribution year for their initial deposit. During the account creation process, you will be prompted to select the current or previous year to apply your contribution towards.
Auto-deposits are coded for the current year of when the auto-deposit was processed.
From January 1st of each year until the deadline in April, clients can choose which year to contribute one-time deposits. The deadline is often in the 1st or 2nd week of April and will be communicated each year.
- One-time deposits before Axos Invest’s April deadline: Clients have the option on the funding process in the dashboard, iOS, or Android app to choose the tax year for their one-time deposit.
- One-time deposits, after Axos Invest's April deadline: All one-time deposits after the deadline are coded for the then-current year.
Review your deposits’ contribution year:
To review your contributions year, please review your statement where this information is shown on one of the last pages including the total amount of your deposits made. To review your deposits made for a current year:
To review your deposits made for a current year:
- Click on “Plan”
- Click on the Retirement Milestone
- Choose “Past”
- Scroll to the bottom and view the total contributions by year