qbteachmt
Level 15

To confirm:

"Two ineligible $6,000 contributions were made on 9/7/22

For tax year 2022?

"and 3/16/21 to Roth IRA."

For tax year 2021?

Now work on the tax filing due dates, to know which amount falls where. If 3/16/21 was the "make your 2020 contribution by the tax filing due date" then that is a tax year 2020 problem, excise tax and taxable earnings; and that affects 2021 tax year as a carry forward mistake. If not removed by the filing due date for tax year 2020, and not removed by the filing due date for tax year 2021, it affects each year. The excise tax carries on and on, until the contribution and attributable earnings are removed.

*******************************
Don't yell at us; we're volunteers
0 Cheers