Hello,
I opened my Roth IRA in 2020 and contributed $6000 in 2020, $6000 in 2021 and $6000 in 2022, $2000 in 2023 but in February 2023 while doing taxes for 2022, I realized my income increased to not be able to contribute. I did a return of excess contributions of $2400 for tax year 2021 correction after tax filing deadline and return of excess of $6000 for tax year 2022 and $2000 for tax year 2023 before tax filing deadline. I received 3 1099R for tax year 2023. I have questions as to what to answer for these questions:
- Enter total Roth IRA contributions for 2023 ($2240 was previously entered on 1099R. Do not enter this amount here)
Withdraw from Your Roth IRA Before 2023? (yes/no)
- Enter Roth IRA contributions prior to 2023
- Enter excess roth IRA contribution for prior years
- Contributions withdrawn before due date of return
