2004taxfile1
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@DanaB27In @Drdok1case, He filed 2019 excess contribution in 2020 as a substitute 1099-R. Does he have to enter this again in 2021 tax return once received 2020...
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@dmertzWonderful! I corrected it.If I enter this excess IRA contribution in 1099-R section now, next year do I have to enter it again?If I do, do I have to re-e...
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Hi@dmertz1. I 'd like to chose e-file to reduce next year's work. What is correct selection on page below?2. I had excess Roth IRA contribution $7000 made in 1/...
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Hi@dmertzThank you very much for reply!If I understand you correctly, I have two options for the $677.81 earnings from excess contribution $7000 for 2020.Opton1...
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@dmertzI really trust your expertise and would like to ask your advice for this issue:I mistakenly made excess Roth IRA contribution $7000 in 2020 for 2020 and ...
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- Cheered Re: Excess Roth IRA Contribution for macuser_22. March 28, 2021 12:22 PM
- Cheered Re: Roth IRA Excess Contribution on 2020 - How to fix it? for dmertz. March 28, 2021 10:19 AM
- Posted Re: Excess Roth IRA Contribution on Get your taxes done using TurboTax. March 28, 2021 10:18 AM
- Posted Re: Roth IRA Excess Contribution on 2020 - How to fix it? on Retirement tax questions. March 28, 2021 9:29 AM
- Cheered Re: Roth IRA Excess Contribution on 2020 - How to fix it? for dmertz. March 27, 2021 6:38 AM
- Posted Re: Roth IRA Excess Contribution on 2020 - How to fix it? on Retirement tax questions. March 26, 2021 5:46 PM
- Cheered Re: Roth IRA Excess Contribution on 2020 - How to fix it? for dmertz. March 26, 2021 5:20 PM
- Posted Re: Roth IRA Excess Contribution on 2020 - How to fix it? on Retirement tax questions. March 26, 2021 1:12 PM
- Cheered Re: Roth IRA Excess Contribution on 2020 - How to fix it? for dmertz. March 25, 2021 6:09 PM
- Posted Roth IRA Excess Contribution on 2020 - How to fix it? on Retirement tax questions. March 25, 2021 3:39 PM
- Cheered Re: Roth IRA Excess Contribution on 2017 - How to fix it? for dmertz. March 24, 2021 4:54 PM
- Posted Re: Roth IRA Excess Contribution on 2017 - How to fix it? on Retirement tax questions. March 24, 2021 4:53 PM
- Cheered Since the distribution of the excess is a normal distribu... for macuser_22. March 24, 2021 4:53 PM
- Posted Re: Roth IRA Excess Contribution on 2017 - How to fix it? on Retirement tax questions. March 24, 2021 1:53 PM
- Posted Re: Roth IRA Excess Contribution on 2017 - How to fix it? on Retirement tax questions. March 23, 2021 5:08 PM
- Cheered Re: Roth IRA Excess Contribution on 2017 - How to fix it? for dmertz. March 23, 2021 4:30 PM
- Posted Re: Roth IRA Excess Contribution on 2017 - How to fix it? on Retirement tax questions. March 22, 2021 7:05 PM
- Cheered Re: Roth IRA Excess Contribution on 2017 - How to fix it? for dmertz. March 22, 2021 6:20 PM
- Posted Roth IRA Excess Contribution on 2017 - How to fix it? on Retirement tax questions. March 21, 2021 1:34 PM
- Posted Re: You must file 2016 and 2017 Forms 5329 to report and pay... on Retirement tax questions. March 21, 2021 1:30 PM