acejeffery
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I have decided to leave the account alone and contribute $899 less for 2024 without withdrawing the excessive contribution. If I understand it correctly, I stil...
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Thank you so much for the reply. Sorry that I was confused by the answers, but I wonder if I should withdraw only $899, or also the earnings?
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Also, do I still need to pay the 6% penalty if I am able to apply the excessive contribution from 2019 to 2023 or 2024? If so, do I need to pay the 6% penalty e...
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Hello,Thank you so much for the detailed response to my question. I contacted the brokage company of my Roth IRA, and was told that their system doesn't support...
Activity Feed for acejeffery
- Posted Re: How to Apply Excessive Roth IRA Contribution from a Previous Year to a Later Year on Retirement tax questions. March 5, 2024 10:48 AM
- Posted Re: How to Apply Excessive Roth IRA Contribution from a Previous Year to a Later Year on Retirement tax questions. March 3, 2024 10:55 PM
- Posted How to Apply Excessive Roth IRA Contribution from a Previous Year to a Later Year on Retirement tax questions. March 1, 2024 8:38 AM
- Cheered Re: Excessive/Ineligible Contribution to Roth IRA Many Years Ago for DanaB27. March 1, 2024 8:03 AM
- Posted Re: Excessive/Ineligible Contribution to Roth IRA Many Years Ago on Retirement tax questions. March 1, 2024 8:02 AM
- Posted Re: Excessive/Ineligible Contribution to Roth IRA Many Years Ago on Retirement tax questions. March 1, 2024 8:00 AM
- Posted Excessive/Ineligible Contribution to Roth IRA Many Years Ago on Retirement tax questions. February 27, 2024 6:05 AM