- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Report Excess IRA removal 2023
I overcontributed to my IRAs. I first did a redistribution of funds (transferring funds from my Traditional IRA to my Roth IRA). Then, I did an excess removal from my Traditional IRA. This was completed in Jan 2024 for the over contribution in 2023. How do I report this on my taxes? I was told I won't be receiving a tax from until 2025 or something
‎February 28, 2024
3:18 PM