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Retirement tax questions
vcwu, I agree that that would be a reasonable approach. I've done the same in the past for the same reason.
Your 2021 tax return will include 2021 Form 5329 to report that the $7,000 excess contribution for 2020 has resolved by applying the $7,000 as your 2021 Roth IRA contribution.
‎February 1, 2021
8:07 AM