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March 18, 2025
Question

My Roth Contribution was too high, so I need to adjust it, but I won't get a new statement until May. Should I file for an extension or can I adjust the amount here?

  • March 18, 2025
  • 1 reply
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I need to adjust my Roth contribution. How can I do that and meet the filing deadline?

1 reply

March 18, 2025

You can make the adjustments now so that you can file your tax return now.