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Reporting excess IRA Contribution
I made a contribution to my traditional IRA in March of 2025 for tax year 2024. Then when I did my taxes, I found that contribution was ineligible, so I had my IRA handler refund that (plus the small amount it made). Knowing I will get a 1099-R for that for the 2025 tax year, my question is since that contribution was returned, do I still report contribution on 2024's tax return?
‎April 9, 2025
10:12 AM