Prior Year Excess IRA Information Did you withdraw the entire amount of all of your Roth IRAs?

TaxHelp
TaxHelp Member Posts: 3 Newcomer

I have a question regarding the page Prior Year Excess IRA Information. There was a question: Did you withdraw the entire amount of all of your Roth IRAs? I contributed over the allowed amount for 2022 and later submitted a form(through td ameritrade) to withdraw the excess amount. The amount was withdrawn. I did not withdraw the entire amount in my roth ira just the excess amount. Would I answer yes or no to the question- Did you withdraw the entire amount of all of your Roth IRAs on that page? Thanks!

Best Answer

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 260
    Answer ✓

    Hello,

    Yes, you would answer Yes to that question. That question only relates to the Excess amount for 2023.

Answers