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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.
‎September 26, 2024
10:17 AM