excess contribution

Discussion List

• Excess IRA Contribution for 2024, Already Filed, Unsure How to Fix

  Answered 13 views 1 comment 0 points Most recent by MatthewD May 5After you file
• Amend 2024 tax return to add 5329 for excess Roth?

  Answered 34 views 1 comment 0 points Most recent by Henry April 22Filing my taxes
• How should I be reporting a 529 to Roth IRA direct rollover?

  Answered 31 views 1 comment 0 points Most recent by KristineS April 18Filing my taxes
• How do I report my Excess Roth IRA Contributions

  Answered 82 views 1 comment 0 points Most recent by MatthewD April 1Filing my taxes
• Excess IRA Contribution 2024

  Answered 320 views 2 comments 0 points Most recent by Em119 February 27Filing my taxes
• Excess Roth IRA Contributions 2024

  Answered 414 views 1 comment 0 points Most recent by KeriC February 21Retirement Income
• How to properly reflect 2023 excess 401(k) contribution in FreeTaxUSA

  Answered 148 views 1 comment 0 points Most recent by Dream_Home_Mortgage February 19Retirement Income
• How to report and correct a 401(k) excess contirbution, without a distribution

  Answered 194 views 1 comment 0 points Most recent by CoryF February 11Retirement Income
• Why I get “Excess Roth IRA Contributions” Message.

  Answered 489 views 4 comments 0 points Most recent by jb48888 April 2024Filing my taxes
• Prior Year Excess IRA Information Did you withdraw the entire amount of all of your Roth IRAs?

  Answered ✓ 50 views 2 comments 0 points Most recent by TaxHelp April 2024Credits/Deductions