Hi DanaB27
she has already made the max contribution up to her earnings for 2024 in January 2025. We found the error after we’d made the contribution for tax year 2024.
oh no, I just read the fidelity page and it is an untimely correction.
they should’ve just removed the excess contribution and no calculation of gains was required.
i will call them to see if that can be fixed or not.
if it can, would we have to file a 2024 tax return and a 2023 tax return?
(btw she has never needed to file a return before).
Thanks for your advice
