On your 2023 return, did you report the withdrawal of the excess contribution? You can remove the carryover from the prior year. You can try deleting Form 5329 on your return. To remove the form:
- Under the Tax Tools menu on the left, choose Tools
- Select Delete a Form
- Scroll through your return until you find Form 5329, click Delete to the right of the form
- Confirm that you wish to delete the form
Excess Roth Contributions
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