twlja
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@CatinaT1 - I am trying to figure out how to properly report the Return of Excess for 2025 contributions in TurboTax. I wasn't prompted in TurboTax about it. Fr...
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Regarding: "For 2025,you have until the April 15, 2026 deadline to do aReturn of Excess for any 2025 contributions.You must withdraw theContribution + Earnings ...
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Thank you for the very informative response. That was super helpful! Especially with regards to not needing to necessarily ammend the prior year returns.One rel...
Activity Feed for twlja
- Posted Form 4852 Needed For 1099-R Creation On Roth IRA Excess Contributions on Get your taxes done using TurboTax. 3 weeks ago
- Posted Re: Excess Roth IRA contributions in prior years on Get your taxes done using TurboTax. 3 weeks ago
- Posted Re: Excess Roth IRA contributions in prior years on Get your taxes done using TurboTax. a month ago
- Cheered Re: Excess Roth IRA contributions in prior years for CatinaT1. a month ago
- Posted Re: Excess Roth IRA contributions in prior years on Get your taxes done using TurboTax. a month ago
- Cheered Re: Excess Roth IRA contributions in prior years for CatinaT1. a month ago
- Posted Excess Roth IRA contributions in prior years on Get your taxes done using TurboTax. March 4, 2026 9:38 AM
- Posted On federal review, on the 2020 Federal Form 1040 Information Smart Worksheet by mistake I hit 'Yes' to the 'Did you itemize deductions in 2020?'. How do I change it? on After you file. April 2, 2022 11:33 AM