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minimax
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  • Solved Re: Roth Overage

    Thank you @DanaB27!!! This is so helpful!!! I will save your response and follow it next year when filling 2021 tax.Wish you a good year and I wish to meet you ...
    minimax
    Updated Mar 29, 2021

  • Solved Re: Roth Overage

    @DanaB27thank you in advance!
    minimax
    2
    Updated Mar 29, 2021

  • Solved Re: Roth Overage

    Thank you for OP's question and Dana's answer! I have exactly the same issue.I have followed Dana's answer to recharacterize the Roth IRA contribution for 2020 ...
    minimax
    3
    Updated Mar 29, 2021
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