SWJohnson
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Wow, the TT interview never hinted at how to correctly determine the true excess contribution. Your advice regarding recharacterizing had my head spinning. I we...
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My situation is similar to OP. I contributed $7000 to my Roth in May 2020. Turbotax tells me I exceeded AGI limit and can only contribute $5630 ($1370 excess). ...
Activity Feed for SWJohnson
- Cheered Re: Reporting excess Roth IRA Contribution for DanaB27. May 15, 2021 8:06 AM
- Posted Re: Reporting excess Roth IRA Contribution on Get your taxes done using TurboTax. May 14, 2021 6:35 PM
- Posted Re: Reporting excess Roth IRA Contribution on Get your taxes done using TurboTax. May 14, 2021 9:57 AM