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cbdejarme
New Member

I have an excess Roth Ira contribution for 2016 , however "Ira Information Worksheet Part II line 8", states that my excess was from 12-31-2015. How do I fix this.

Should that line supposed to be excess as of 12-31-2016 and not 12-31-2015 as the form is showing.  It is even clear on the next line that the excess contribution is to be carryover to 2017. With that error, my excess contribution is being taxed at 6% even if I transferred it to my 2017 Roth prior to April 15.
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I have an excess Roth Ira contribution for 2016 , however "Ira Information Worksheet Part II line 8", states that my excess was from 12-31-2015. How do I fix this.

Did you check through the steps needed to identify this. If you filed for that year you may not need the information to file.
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