bharris9
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Thanks @DanaB27. To close the loop on this:I reached out to my financial institution (Vanguard) regarding the matter. They confirmed that b/c the excess contrib...
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Thanks DanaB27. Respectfully, I think this is in accurate. I have done more research and now spoken with multiple people who have confirmed that the "tax year" ...
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I have the same situation, except my contribution and withdrawal were exclusively in 2023. That is to say,I made a Tax Year 2022 Roth IRA contribution of $6000 ...
Activity Feed for bharris9
- Posted Re: Tax Year 2022 Excess Roth Contribution- contributed and withdrawn exclusively in 2023 - how t... on Retirement tax questions. April 17, 2023 6:34 PM
- Posted Re: Tax Year 2022 Excess Roth Contribution- contributed and withdrawn exclusively in 2023 - how t... on Retirement tax questions. April 15, 2023 2:17 PM
- Posted Re: 2022 Excess Roth Contribution- removed in 2023- how to report on Retirement tax questions. April 15, 2023 12:53 PM
- Posted Tax Year 2022 Excess Roth Contribution- contributed and withdrawn exclusively in 2023 - how to report? on Retirement tax questions. April 15, 2023 12:45 PM