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Deductions & credits
There’s $0 in the account that received the excess contribution. My assumption (fully acknowledge it may be incorrect) is that the custodian won’t be able to calculate anything given the $0 balance in the account. There’s no way for them to remove the excess contribution. That said, I will call them and see if there’s someone that can help with the calculation given @dmertz ’s response. Thank you!!
March 12, 2024
8:23 AM