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Get your taxes done using TurboTax
Thank you kindly! As a quick follow-up, would the IRS allow me to transfer the excess Roth contribution to a non-retirement investment account to avoid either taking a return of excess at a (current) loss, or paying the 6% penalty? I am trying to make things whole with my tax return this year without losing money either way if that makes sense. Thanks!
March 3, 2023
10:35 AM