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jj_56
New Member

Roth excess contribution correction

I over contributed $500 to my Roth in 2023. I filed my 2023 taxes on time before April15, but I only realized the over contribution in May. I have now removed the $500 and any earnings from my Roth. This was removed after April 15.

My question is, Do I need to file an amended 2023 return addressing this or do I wait until next year when I get the 2024 1099r and address it on my 2024 taxes? 

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