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IRA vs Roth IRA
Already filed my taxes and paid what I owe. However, when I filed, it told me I overfunded my retirement acct by $2554 (my total investment was $9554) and was going to start charging me for this. I am not sure I said I had an traditional IRA or a Roth IRA when I e-filed and now cannot find that info. I have checked with both the investment company and the person who handles our IRAs at work and was told by both that I am able to contribute up to $30,000 with a Roth. First, where would I find that info on my tax return, and secondly, would I need to file an amendent if I chose IRA instead of Roth IRA? Thanks so much for any help.
‎April 26, 2023
7:39 AM