Overfunding a non-deductible Traditional IRA

Sep 03, 2008 2 Replies

What happens if I overfund my non-deductable taditional IRA?



I have two separate accounts (one with Fidelity and one with a stand alone mutual fund company). Looking back on paperwork I see I selected the stand alone fund as an IRA. I funded this account with $2500. A couple months later I set up the Fidelity account, with an initial funding of $2500, then set up monthly transfers of $200 per month. So I have exceed my $5000 limit by $400 so far.



What are the implications of this? Will I have to take out extra money and pay taxes?


If this is happening during the current tax year (2008) you may be able to go to the financial institution and un-do the erroneous transactions. I have known of cases where this approach has worked, and there were no problems downstream.

The sooner it is corrected the better.

Steve

See pages 49 thru 52 in IRS Pub 590, Excess Contributions.

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