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Retirement tax questions
I searched for this answer because I'm in the same boat! Together, my husband and I will owe taxes. Separately, I would owe around $500 but get a few thousand back in state. So it seems worth it to me. But I put in $1500 to my Roth and I'm getting the same penalty warning the OP did. But what if we filed jointly next year? That would remove the penalty, correct? Thanks for your thoughts- you are brilliant.
‎February 3, 2023
11:09 AM