About cweis

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Solved Re: Reporting excess Roth IRA Contribution

Ok that makes sense. I probably should have changed the witholding to none before filing the excess contribution form. Since taxes were witheld, it sounds like ...

cweis

Updated Apr 17, 2023
Solved Re: Reporting excess Roth IRA Contribution

The first post in the chat mentioned if there is tax witheld that I would need to come back and revise this next year. I know that federal and state tax was wit...

cweis

3

Updated Apr 17, 2023
Solved Re: Reporting excess Roth IRA Contribution

Ok that helps for the 1099 part. What about the numbers for contributions and withdrawls? Does that all go to 0 and I say that I did not contribute at all?Is th...

cweis

5

Updated Apr 17, 2023
Solved Re: Reporting excess Roth IRA Contribution

Hi Dana,I have found myself in a similar situation to the above posters and am confused on how to best take care of everything in TurboTax.In Jan 2021, I put 6K...

cweis

7

Updated Apr 17, 2023

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Date Registered	‎March 7, 2022 3:46 PM
Date Last Visited	‎March 13, 2022 6:08 PM
Total Messages Posted	4

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