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Roth Excessive Contribution - still reportable?
In 2024 I made an excessive roth contribution due to MAGI. I have created the 1099-R to instruct turbotax that I have removed my excess roth contribution, and filled it out based on directions in other threads.
My question is should I still report a 2024 roth contribution or should I remove that manually and just depend on the excess contribution 1099-R to convey what occured?
Topics:
March 8, 2025
4:49 PM