How should I answer this question about my Roth IRAs?
If you withdrew your excess Roth IRA contributions and earnings by the end of 2025, answer Yes.
If you had at least one Roth IRA still open with a balance at the end of 2025 that comes from excess contributions or earnings on those contributions, answer No, even if you withdrew some money from a Roth IRA.
Make sure to include any IRA withdrawals you took in 2025 in the Retirement Income section. You should receive a 1099-R for each withdrawal.
If you had at least one Roth IRA still open with a balance at the end of 2025 that comes from excess contributions or earnings on those contributions, answer No, even if you withdrew some money from a Roth IRA.
Make sure to include any IRA withdrawals you took in 2025 in the Retirement Income section. You should receive a 1099-R for each withdrawal.
