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Retirement tax questions
@DanaB27 I spoke with my financial advisor and they are suggesting that for 2022 Roth IRA contribution that I made in January of 2022 that I withdrawal the funds before I submit my 2022 taxes and then I will not have to report anything for 2022 in regards to Roth IRA contribution...reason being is that by withdrawing the funds before I submit my return it will be as though I never made an excess contribution and therefore should not have to report anything for 2022 in regards to the contribution. Is this correct?
‎April 3, 2023
10:03 AM