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Get your taxes done using TurboTax
...also:
I just looked at my notes and it seems that the excess contribution to the Roth happened for tax year 2022, which means it was likely caught and fixed in 2023 right before I filed for tax year 2022.
I can't recall if I dealt with a 1099-R, nor can I find out how to know if I did. Would any potential consequences have happened by now?
Please reply to my last message that I left here, with this message in mind.
March 1, 2025
7:05 AM