We need to file an excess contribution removal form for a Roth IRA in Pennsylvania before tax day, what are the exact steps and penalties?
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
We need to file an excess contribution removal form for a Roth IRA in Pennsylvania before tax day, what are the exact steps and penalties?
4 real searches · 1 real-search pass
IRS excess Roth IRA contribution remove by tax return due date earnings 6% excise Form 5329 2026Google ↗
OBSERVED
IRS Publication 590-A excess contributions Roth IRA corrective distribution earnings 10% additional tax SECURE 2.0Google ↗
OBSERVED
Pennsylvania Department Revenue IRA distributions excess contribution withdrawal tax treatment PennsylvaniaGoogle ↗
OBSERVED
IRS Form 5329 instructions excess contributions Roth IRA 6 percent excise tax 2025 2026Google ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 4 queries…
Searches and sources
ChatGPT4 real searches · gpt-6
IRS excess Roth IRA contribution remove by tax return due date earnings 6% excise Form 5329 2026 Google ↗
IRS Publication 590-A excess contributions Roth IRA corrective distribution earnings 10% additional tax SECURE 2.0 Google ↗
Pennsylvania Department Revenue IRA distributions excess contribution withdrawal tax treatment Pennsylvania Google ↗
IRS Form 5329 instructions excess contributions Roth IRA 6 percent excise tax 2025 2026 Google ↗
- Instructions for Form 5329 (2025) · irs.gov
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
- Gross Compensation | Department of Revenue · pa.gov
- Personal Individual Tax Preparation Guide - For Personal Income Tax Returns PA-40 (DFO-02) · pa.gov
- Personal Income Tax Guide · pa.gov
Queries
4 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS excess Roth IRA contribution remove by tax return due date earnings 6% excise Form 5329 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Publication 590-A excess contributions Roth IRA corrective distribution earnings 10% additional tax SECURE 2.0 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
Pennsylvania Department Revenue IRA distributions excess contribution withdrawal tax treatment Pennsylvania OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Form 5329 instructions excess contributions Roth IRA 6 percent excise tax 2025 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |