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What procedure do I need to follow to unwind excess contributions listed on line 24 of my 2021 married filing jointly 1040 tax return?
I need to understand exactly how I unwind the "excess" procedurally from our brokerage accounts, and also how to account for the unwinding in 2022's filing. It has been over a year since we made the excess contributions. Any thoughts would be much appreciated.
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‎January 30, 2023
3:25 PM