taxpayer211
Returning Member

Retirement tax questions

Thank you for the reply. But this was not a pre-tax plan - it was a Roth IRA which I contributed to from my take-home pay (post-tax). Basically, I took $6000 of what I had in my checking account and deposited it into this Roth IRA, then withdrew $6000 (plus earnings) when I realized I wasn't eligible. The $6000 is already included in my reported AGI income because that's where it came from.

Is there some way to designate that as pre-tax? @MichaelG81 

 

-edit

Actually, I may have figured it out. There is a section for: "Taxable IRA/Keogh Distributions"

Can I include $6000 as "Other Contributions Previously Taxed by the state" given that this is already included in my taxable income for this year?