I exceeded my 401k contribution limit in 2023, and have successfully
withdrew the excess deferral and earnings by 4/15/2024. I am still
working on my 2023 tax return, if I report the excess deferral as "other
income", do I need to include earnings in...read more
I made excess Roth contributions for 2021 and 2022 (early in the next
calendar year, $7000 each year), and discovered this in 2023 before
filing for 2022. Before the filing deadline (as extended for
California), I withdrew enough to cover both the 20...read more
I have two CHET 529 accounts, one for each of my two children
(beneficiaries). I file taxes jointly with my wife. I see that we can
deduct a maximum of $10,000 from our CT taxable income, but it's not
clear if we can deduct $10,000 per each 529 accou...read more
BRB99Posted Tuesday
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AnnetteB6