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Retirement tax questions
Thanks dmertz this is helpful!
- I will not need to amend my 2022 tax filing because these are Roth contribution, is that correct?
- Tactically, should I get in touch and withdraw asap the excess amount and the corresponding earnings to date and just take the 10% penalty headon. Or is it better I leave it in the plan?
‎September 18, 2023
1:37 PM