KCBTax
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Hi@DanaB27Thanks for all your advice. I have the following questions.I can see based on your comments in my post and other posts that a 6% penalty is due for 20...
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Hi@DanaB27I just spoke to the fidelity retirement team and discussed that they may have made a mistake and they verified the following twice with backoffice.The...
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Hi DanaB27she has already made the max contribution up to her earnings for 2024 in January 2025. We found the error after we’d made the contribution for tax yea...
Activity Feed for KCBTax
- Posted Re: Excess Contribution made to Roth IRA in 2024 for tax year 2023 and removed in Jan 2025 on Retirement tax questions. February 17, 2025 8:20 AM
- Posted Re: Excess Contribution made to Roth IRA in 2024 for tax year 2023 and removed in Jan 2025 on Retirement tax questions. February 14, 2025 8:13 AM
- Posted Re: Excess Contribution made to Roth IRA in 2024 for tax year 2023 and removed in Jan 2025 on Retirement tax questions. February 14, 2025 6:52 AM
- Posted Excess Contribution made to Roth IRA in 2024 for tax year 2023 and removed in Jan 2025 on Retirement tax questions. February 13, 2025 6:03 PM