- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
As dmertz mentioned you need request a regular distribution and not a return of excess contribution for the 2023 excess contribution. Please verify that you requested a regular distribution. The custodian shouldn't accept a return of a 2023 excess contribution since the deadline has passed.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 8, 2025
3:54 AM