No, you don't need to wait to file your 2022 tax return. Just make sure you remove the incorrect excess contribution from prior years during the interview:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “Roth IRA”
- On the "Do you have any Excess Roth Contributions" answer "Yes"
- On the "Enter Excess Contributions" screen delete any amount that was carried over.
Please see How do I amend my federal tax return for a prior year? to amend your Federal 2021 tax return.
No, you don't need to amend your 2021 NY State return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
