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taxRoth IRA
#RI-6aae0f96·4 months ago·
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Lookback: 2025 tax return and 2026 tax return

made excess Roth contribution in 2026 for 2025 tax year

Made excess Roth contribution in 2026 for 2025 tax year, affecting both tax returns

What I wish I knew
"To check Vanguard's contribution deadlines"
If I could tell you one thing
"Verify contribution deadlines before making excess contributions"
0
8/10
Clear regret.
The downsides outweighed what was gained.
SettledMixedSevere

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tax Category
4
tax decisions logged. Avg regret 3/10 across the category.
Same Outcome Band
25%
of tax decisions land in the severe band the same as this one.