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Solved Re: Roth IRA Excess Contribution

When you get the 2024 1099-r in 2025 you have to report it on an amended 2023 return.

saverhinos

Updated Apr 13, 2024
Solved Re: Roth IRA Excess Contribution

What is A5 in your response “Only A5 should be checked”

saverhinos

1

Updated Apr 13, 2024
Solved Re: Roth IRA Excess Contribution

Incorrect. since your 2023 excessive Roth IRA withdrawal Will be reported in 2024 and will be on your 1099-r you receive in 2025 as a 2024 1099-r with codes J a...

saverhinos

3

Updated Apr 13, 2024
Solved Re: Roth IRA Excess Contribution

Thanks for the info. I was under the impression that the box should not be checked according to the IRSDo I have that correctRoth IRAs.For distributions from a ...

saverhinos

Updated Apr 13, 2024
Solved Re: Roth IRA Excess Contribution

Thanks for the info. One last thing. With a withdrawal of an excessive Roth IRA That has a gain is the IRA/SEP/SIMPLE Box checked. Thank you

saverhinos

2

Updated Apr 13, 2024

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Date Registered	‎March 16, 2024 8:51 AM
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Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

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Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution

Solved Re: Roth IRA Excess Contribution