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Retirement tax questions
@dmertz Now I am extremely confused. Here is my timeline.
1. Made a contribution of $6000 to Roth for Tax year 2019 in April 2020.
2. filed income tax for 2019 in July 2020
3. Realized that I was over income limit and contacted my brokerage firm on December 2020. I was told it already passed the October 15th deadline for 2019 tax return and they would make a normal distribution of this amount to remove it. This was done mid January 2021
4. Amended my 2019 return in end of January and paid $360 fine.
Now I feel like I might have done something wrong. Please advise
‎February 20, 2021
2:17 PM