aj104
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@fanfareIn my case, the adjusted excess contribution had losses (so it was a lower amount that was removed from the original contribution) but I'll look into th...
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@fanfareThe request to remove the excess was made a week prior to the deadline (April 18, 2023) but the overall transaction was completed (meaning I saw the fun...
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This makes sense. I indeed now need to take go back to my last year return to amend it related to this excess. Thanks for this.
Activity Feed for aj104
- Posted Re: Roth IRA excess contribution 1099-R contains only code J in box 7 on Retirement tax questions. March 8, 2024 6:39 PM
- Posted Re: Roth IRA excess contribution 1099-R contains only code J in box 7 on Retirement tax questions. March 8, 2024 6:35 PM
- Posted Re: Roth IRA excess contribution 1099-R contains only code J in box 7 on Retirement tax questions. March 8, 2024 9:15 AM
- Cheered Re: Roth IRA excess contribution 1099-R contains only code J in box 7 for AmyC. March 8, 2024 9:12 AM
- Posted Roth IRA excess contribution 1099-R contains only code J in box 7 on Retirement tax questions. March 8, 2024 8:02 AM
- Posted Recharacterization from Roth IRA to Traditional IRA. on Retirement tax questions. April 12, 2023 11:46 AM