Hey!

    Just to cut straight to it. I filed for my 2025 taxes and forgot to include the 7k I contributed to my Roth IRA. The big issue is that I just realized that I’m not even allowed to contribute to a Roth IRA because I make more than the 165k limit…

    What’s the plan of action going forward? I heard that I could get my Roth recharacterized to a traditional and then convert to a Roth, but I think that should’ve been done before the tax season ended.

    Did a oopsie and need some advice
    byu/MoBaTeY intax



    Posted by MoBaTeY

    1 Comment

    1. altoid_trapezoid on

      Roth is post tax, there’s nothing to include on your return. Withdraw the 7k

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