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Excess Roth IRA contributions for prior years
I've been making excess contributions to my Roth IRA for 2017, 2018, and 2019, despite my AGI exceeding the maximum. I also used these contributions to invest in various positions within the last couple years.
I talked with my broker and they said, "you'll need to consult a tax advisor on how to file the distribution correctly to account for it as removing excess." Can someone help please with this, and also let me know how I can report/file this through TT Premier?
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‎April 26, 2021
9:59 AM