sisterpwincess
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Understood. Thanks so much for your help and time!
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1 & 2) I've found out that all $60 of my contributions in 2023 were applied to 2023, so I (thankfully) correctly filed with $60 excess.3, 4, & 5) Thank you! Not...
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So since I've posted this, I've learned that my automatic transfers to my Roth IRA are applied to the current calendar year, meaning all $60 of my 2023 contribu...
Activity Feed for sisterpwincess
- Posted Re: $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA on Retirement tax questions. February 12, 2025 2:47 PM
- Cheered Re: $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA for Opus 17. February 12, 2025 2:46 PM
- Posted Re: $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA on Retirement tax questions. February 12, 2025 2:15 PM
- Cheered Re: $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA for Opus 17. February 12, 2025 1:41 PM
- Posted Re: $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA on Retirement tax questions. February 12, 2025 12:55 PM
- Posted $0 Income in 2023, and excess Roth IRA Contributions; Questions about yearly Roth IRA Contribution periods, form 5329, needs for amending, and how much to withdraw from Roth IRA on Retirement tax questions. February 11, 2025 1:35 PM