Thanks for the reply. I am able to follow the steps to amend but when I attempt to e-file the amended return, I'm told that my original 1040 was not filed in Tu...
@DanaB27Thank you for this information, It looks like it worked, although I've left the excess withdrawn as $6500. But should I put the amount of the actual wit...
Let me explain a little better. I printed up my 1040 and all the forms/worksheets after following the instructions on here as I was told. This is where I saw my...
@DanaB27I have a similar but different situation, made an excess Roth contribution of $6500 in 2023 and realized it before filing this year. Difference is that ...
