What specific documents do I need to submit to my broker in Carlsbad to process an excess Roth IRA contribution removal before the tax deadline?
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The searches the AI actually ran for this prompt.
SEED QUERY
What specific documents do I need to submit to my broker in Carlsbad to process an excess Roth IRA contribution removal before the tax deadline?
2 real searches · 1 real-search pass
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 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
IRS excess Roth IRA contribution correction return of excess contribution net income attributable Form 5329 deadline 2026 Google ↗
brokerage return of excess IRA contribution form excess Roth IRA contribution removal documents Google ↗
- 2025 Instructions for Form 5329 · irs.gov
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
- Excess IRA Contribution · investor.vanguard.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS excess Roth IRA contribution correction return of excess contribution net income attributable Form 5329 deadline 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
brokerage return of excess IRA contribution form excess Roth IRA contribution removal documents OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |