- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Excess Roth Contribution; reporting and deductibility
I made a $7k Roth Contribution for my wife (61 years old) on 12/5/22 for 2022. Her income was too high so I withdrew it ($6700) on 3/22/23.
1. Do I have to report this contribution on 2023 taxes? (I think not)
2. Can I claim the resulting $300 or so loss?
Thanks
Topics:
‎January 28, 2024
11:36 AM