DanaB27
Expert Alumni

Retirement tax questions

To clarify, when you submitted your 2023 1040-X, did it show a refund or payment due?

 

Applying the 2022 Roth IRA excess contribution to 2023 possibly qualified you for the retirement savings credit.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"