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Get your taxes done using TurboTax
Thank you so much for your detailed explanation and I am trying to process everything.
After looking into further looks there is minimal excess Roth IRA contribution made for 2019 and 2020
and mid range excess contribution for 2021. Is the following order of actions is as below .
1. First do I need to amend 2019 and 2020 returns in turbo tax to report excess contribution.
2. Then I address for Year 2021 either using one of the option you proposed. If I opt to request withdrawal of
excess including earning for year 2021.
3. Will the above two steps will address everything or I still need to address the excess contribution of year
2019, 2020. If yes what options I have to address it once for all.
Thank you for your support and understanding really appreciate your help.
Regards,
Sri