TaxGuyBill
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-28-2024
	
		
		05:48 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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I'm not sure if they can un-do the SEP at this point. But I'm not sure of the rules for removing a contribution that is NOT an excess contribution.
For the future, your client may want to wait to make any contributions until AFTER you prepare most of the tax return so she can get your input.