qbteachmt
Level 15
03-22-2023
01:46 PM
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Contributed in 2020, but for which tax year?
I like and recommend investopedia articles, as well as investment agency articles (such as Fidelity or Schwab) because they are written in basic English. Examples:
https://www.investopedia.com/what-to-do-if-you-contribute-too-much-to-your-roth-ira-4770686
https://www.investopedia.com/articles/retirement/04/042804.asp
Just google:
excess roth
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Don't yell at us; we're volunteers