- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@DanaB27Unfortunately I also made an excess contribution in Dec 2021 but then subsequently took distribution of that contribution in March 2023. I received 2023 Form1099R in Feb 2024. Do I include that excess contribution in the TT page (see attached) or not include it since i received distribution in 2023?
March 17, 2024
10:28 AM