- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, I requested a return of excess contribution. The 1099-R says "Removal of Excess 2024 Contributions".
Box 7 has '18'. It is not "81' as you suggest but I am not sure if the order makes a difference?
Box 2a is NOT $0, which I believe it SHOULD be. It shows $6994.74.
March 25, 2025
9:42 AM