Excess Roth IRA Contribution Removal for tax years 2022 & 2023

[fanfare]

won't that cause confusion and possibly dual taxation?

Don't file a tax return that taxes you twice.

There will be no confusion if your 1040-X Part III explanation is clear and complete

I forgot you have 2023 withholding

we discussed this above at ‎05-13-2024 2:00 AM

As we also discussed, if you wait for the 1099-R, the e-File window will have closed.

So that's a decision you'll have to make.

@msv1 

[fanfare]

If you e-FIle on Oct 1, the IRS takes so long to process returns that they may receive that 1099-R before they get around to your 1040-X.

@msv1