I contributed too much to my IRA! How do I remove the excess?

Oh no! Fortunately, we (and the IRS!) have a process to help you remove any excess contributions you have made.

Step 1: Please fill out the following form and send it into support@wisebanyan.com. → Removal of Excess Calculation Worksheet

Step 2: Client services will get back to you with further instructions on how to fully remedy with The Tax Man.

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