Contributing Amounts to an Existing Account or Create a New Account

If the contribution is made to the existing account, then the contribution should be added to that account.

If you do not know which account the money will be added to, you should create a new account with a $0 current value to house the contribution. Please keep in mind that the tax status of the new $0 account is very important.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk