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re: Filed 2022 Taxes and am over the ROTH Income Limit

Posted on 4/12/23 at 10:25 am to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2035 posts
Posted on 4/12/23 at 10:25 am to
I don't think over investment qualifies as early withdrawal. I know we have had to pull out before and don't remember there being a penalty. The gains in my roth are paid out quarterly, semi, and year end. Shouldn't be too hard to tabulate how your added shares added distributions.
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