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How to Handle Excess Roth IRA Contribution?
BenefitsLink Message BoardsLink to more items from this source
Aug. 10, 2021

"Made a Roth IRA contribution in April 2021 for Tax Year 2020. Got an extension to file taxes. Found that I have made $1K contribution more than allowed. I thought Fidelity could just reduce the amount for 2020 by $1K and put $1K as contribution for 2021 because this is Roth IRA and the contribution was made in 2021. But it seems that they cannot do it past filing deadline of May 31 this year. What's the best/easiest way to handle this? Age 56."

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