Retirement tax questions

@Hesoukieh 

 

I don't have an answer...but you need to be clear and post which year the overcontribution occurred in.

 

1)  Was the overcontribution in 2024 or 2025?   (seems difficult for it to be for 2025, though maybe not impossible).

2)  No one can file 2025 taxes yet.   So, did you file 2024 taxes yet?  if the overcontribution was  actually in 2024, then that tax year may be affected, not 2025.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*