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Retirement tax questions
@DanaB27 REALLY thank you for your help. And for my "dumb" 2021 excess roth IRA contribution which I never reported I need to 1) withdraw it now before I submit my 2022 tax return, 2) submit an amended 2021 tax return reporting the excess contribution, and 3) report it and the withdrawal via TT on my 2022 tax return; correct?
‎April 3, 2023
10:51 AM