kkreutz32
New Member

If I did a removal of excess contribution in Feb25 for Roth contributions on 2024 (MAGI too high), what do I need to report on my 2024 tax return, if anything?

Do I report making Roth Contributions in 2024 even though this has been corrected prior to the Tax Filing Deadline? The contributions as well as gains on those contributions were removed from the Roth IRA accounts in February 2025 after making the request. Do I just report all of this during the tax year that the mistake was corrected (2025)?