Additionally, For my 2023 excess contributions, my broker had me request separate corrective disbursements for amounts that were added in 2023, and Between Jan 1, 2024- April 15, 2024 to Roth IRA for Tax year 2023.
So they were removed as below -
Tax year 2023-excess removals -
For myself (deposits made for "2023" in 2023) removed on - April 15, 2024
For myself (deposit s made for "2023" in 2024 before April 15, 2024) removed - April 17, 2024
For spouse (deposit made for "2023" in year 2023 before Dec 31st, 2023) - May 10, 2024.
I am not sure how this further complicates 2023 tax filing corrections.
