- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Must fix my excess 2018 roth ira contribution. timeline: deposited $5500 4/19 but didn't invest it until 7/1/19. I'm removing excess + little earnings. What do I do now?
I'm confused by what I need to do for my 2018 tax return by the October 2019 deadline (if anything?) because I contributed for the 2018 tax year IN 2019 before I filed my taxes. To be clear, I only deposited $ when I contributed. I began investing those funds beginning of July 2019. So, the earnings are honestly very, very little. I just don't know if I need to file an amended return by October and how I even go about doing so. Any help is much appreciated!
Topics:
‎July 14, 2019
10:46 AM