upon further review (1)- the program is trying to apply the excess Roth contribution to the follwing year. for 2023 , I had enough income to contribute only $158 to my Roth....but I did not do that...I made no contribution.
Like I said previously on my compleated 2024 tax return ,form 5329 Line 18 = $542.
looking at my 2023 form 5329 . $700. was entered on line 18. & $158. was entered on line 19.
(line 19 should have been 0 not $158), at least thats what I am gettig from the instructions.
And if you add $158+$542 it equals the $700. ( my excess contribution for 2022)
I totally removed the $700 in Nov. 2024 .... SO, with all this action, - caused the carry forward on my
2024 -form 5329 line 18 = $542 .....(But it should be $700) now I am just trying to confirm that I should amend ,both my 2023 and 2024 returns.....? 🤔
