- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you removed an excess contribution for 2024 then yes, you will request the return of excess contribution plus earnings. But if you removed an excess contribution for 2023 then you need to take a regular distribution of the excess contribution amount (no earnings or losses) since it is after the extended due date of the 2023 return.
**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 9, 2025
3:01 AM