Keogh Plan- deposit made within tax guidelines not counting for former year- how do I fix this?
The user deposited $25,000 into a Keogh plan in February 2019 for the 2018 tax year, but Fidelity's tax statement did not attribute it to 2018, and no tax return was filed for 2018; in February 2020, they deposited $34,000 for the 2019 tax year, worrying about the same issue. This article analyzes the causes and provides recommendations.
I made a Keogh deposit of 25K in Feb 2019- well before the April 2019 cut off date for the 2018 year. I then made a deposit feb 2020 for 34K for the 2019 year- again before the April deadline for the prior year contribution. While retrieving my tax documents from Fidelity- I noticed my 2019 Keogh tax statement showed 25K. It was shockingly not applied to the 2018 work year I am now concerned the 34K I put in for 2019 this Feb will show for 2020. To top it off there isn't even a tax document issued in Fidelity's system for 2018. I filed my 2018 taxes showing a 25K deposit was made in the Keogh account, while Fidelity is showing zero. Is there anything I need to do here or am I just losing it? Should I file the 2019 taxes showing I deposited the 34K meant for 2019- even though the tax document is showing the deposit meant for 2018?