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Retirement tax questions
did you deposit into IRA more than you are allowed?
If yes, that is an excess contribution and you ask the custodian to "remove excess and earnings"
Do this before April 15
OR, request extension of time to file before April 15 and the deadline becomes Oct 15.
If you want to convert to Roth you have to make the non-deductible election first.
March 12, 2024
11:40 AM