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Retirement tax questions
I have one last question. I just received an email from my Roth account that they won’t be able to process and remove the excess fund until a few days after 4/18. Do I need to file an extension for 2021 and wait for them to finish removing the excess amount so that I won’t get the 6% tax on the 2021 excess?
April 12, 2022
1:09 PM