2022 I made a Roth Contribution $3220 which had $920 excess ($4140 total) over my adjusted Roth contribution limit. I told financial institution to withdraw the $920 but in reviewing the statements, they withdrew the full $4140.
So what do I do now with the software thinking I have $920 in excess that really isn't there. Also the ability to change the forms worksheets is limited so I have not been successful to zero everything out in the forms. Any advice on how to manipulate the TT software to get it to work out right for 2023? No contributions slated for 2023. Also do I need to amend my 2022 taxes to correct the issue with the financial institution error?
thanks in advance!
