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2024 Roth IRA excess contribute withdrawn in 2025 before filing deadline
If excess Roth IRA contribution is withdrawn in kind to a brokerage account what form should I expect from the Roth IRA account. When should I receive it? The contribution was made before December 2024 but the move was made in 2025 prior to filing deadline. Is the dividend reported on 2024 filing or 2025? Do I report the excess and then the withdrawal?
‎February 9, 2025
4:51 PM