- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
"as of this month",
this month is in 2023 so the resolution goes on your 2023 tax return.
you still owe 6% for leaving it in throughout 2022.
after tax due date including extensions: you distribute the excess amount being carried forward on 5329, (or offset it with currently allowed contribution) .
earnings stay in the Roth account.
March 30, 2023
6:16 AM