Reply To: Excess Roth Contribution

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#3121
Bruce1950
Participant

Alan
Mucho thanks.
I believe they have made a 2018 contribution. But I hadn’t thought about withdrawing that plus earnings thus creating space for the excess carry forward. I just wasn’t sure if the excess had to be designated for the year by 12/31 rather then 4/15 of the next year

BruceM