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1099-R
I had to back out contributions to a Roth made in 2024 because we ended up exceeding the limit for contributions (Surprised).
It turned out to be a loss.
I know you cannot claim losses in retirement accounts.
My question is, Is the 1099-R I won't receive until January basically irrelevant since I had a loss?
Thanks,
[PII removed]
‎April 2, 2025
7:19 AM