gualss
New Member

Ineligible Roth IRA contribution

Today I just discovered that my 2023 Roth IRA contribution was ineligible because my spouse and I filed married separately and resided together.

 

If we amend our 2023 taxes today (9/2024) to file jointly; will this correct the ineligible status.

 

Please also note, my spouse had a tax payment due, which has been paid, and I received a refund.