What if I over-contributed to my IRA? What if I over-contributed to my IRA?

What if I over-contributed to my IRA?

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If you believe you have over contributed to your IRA, please speak with your CPA or tax professional before submitting a request. Upon confirmation with your CPA, submit a distribution request to correct the overcontribution.

Annual limits for eligible IRA contributions:

Contribution Year Contribution Limit: Under age 50 Contribution Limit: Age 50 or older
2025 $7,000 $8,000
2026 $7,500 $8,600

The deadline for 2025 contributions is April 15th, 2026. Contributions for the tax year 2026 can be submitted as early as January 1st, 2026.

Contribution limits differ for SEP IRAs. For 2025, you can contribute up to $70,000, or roughly 25% of your adjusted gross income, and for 2026, you can contribute up to $72,000, or roughly 25% of your adjusted gross income. It is recommended to speak with your tax advisor about your SEP IRA contribution limits.

Please note that annual IRA contribution limits apply to all of the IRAs you own, meaning you can have multiple IRAs, but your cumulative contributions cannot exceed the annual limits set by the IRS.