bgal
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Can I amend my 2020 tax return and re-file jointly, instead, to avoid all the investment recharacterization and penalties? Is this a complete solution?
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Hi,I was doing my 2021 taxes and found out in the process that I made an excess contribution in 2020 for my ROTH IRA because I got married that year and filed "...
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- Posted Re: Fix excess Roth IRA contribution 2020: using both recharacterization AND timely removing exce... on Retirement tax questions. March 31, 2022 1:11 PM
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- Posted Re: Fix excess Roth IRA contribution 2020: using both recharacterization AND timely removing exce... on Retirement tax questions. March 30, 2022 2:18 PM