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Excess Roth IRA contribution in 2022
I had an excess contribution of $3344 in 2022, but removed $3350 in April 2023 BEFORE I filed my 2022 taxes.
I received a 2023 1099-R and entered it on my 2023 taxes. Do I need to declare the excess as a distribution on my 2023 taxes? And why is it telling me I need to amend my 2022 tax return?
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‎April 9, 2024
4:15 PM