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Get your taxes done using TurboTax
If you see this question on your 2023 return, then if you have a current year excess (i.e., an excess not caused by the carryover), answer it as is appropriate for your 2023 excess.
But if it is still referring to your 2021 carryover to 2023, then answer NO, since the carryover is treated as a personal contribution.
It doesn't matter in this case what the original contribution was, just answer NO.
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March 28, 2024
10:17 AM