@DanaB27
Thanks for your help
So I am still confused about this section
- You had until the extended due date of Oct 17th, 2022 to withdraw the 2021 excess and it seems you did withdraw it in the time since you go Form 1099-R with code PJ. You will enter the 2021 excess contribution amount as removed (ignore the earnings and losses here, this should be box 1 minus box 2a on Form 1099-R code PJ).
I have withdrawn a total of $6881 ($3290 (J) + $3590 (PJ) before October. so based on what you said. I should enter $3590 (PJ) in the contributions withdrawn before the due date instead of the total amount ($6881) that withdrew, correct?
This is very confusing. apologies to keep asking questions.
Additionally, Turbotax is now telling me that I am not qualified to contribute any Roth since now the combined income is over the limit.
When I was withdrew $3590 was based on my MAGI when I was single and Fidelity told me this is what I need to withdrew instead of the full $6000 ( I don't have $6000 in roth since I lost a lot de to the stock dip)
Does that mean, I need to redo my 2022 tax as well and withdrew the full remaining amount ( $6000-3590)? and refile again?
