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re: Filed 2022 Taxes and am over the ROTH Income Limit
Posted on 4/13/23 at 3:31 pm to Drunken Crawfish
Posted on 4/13/23 at 3:31 pm to Drunken Crawfish
This happened to me the first year we found ourselves over the limit. I always dumped the full year amount into the Roth in January. A couple things happened and by July I realized we were over the limit. I contacted both etrade and american century and told them the problem. They basically counted all the funds plus, interest, and increase in price and returned the money. It was very easy they deal with this all the time. Filed my taxes as normal and never heard anything about it since.
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