Skip to main content
NIACalc
Legal

Disclaimer

Last updated: May 4, 2026

Informational, not tax advice

NIACalc and RothExcess.us publish reference information about the corrective procedure for excess contributions to IRA, Roth IRA, and HSA accounts. This site is not:

  • A CPA firm.
  • A law firm.
  • An Enrolled Agent practice.
  • A registered investment advisor (RIA).
  • Affiliated with the IRS, the U.S. Treasury, or any custodian referenced.

Information here cannot account for the specific circumstances of your tax situation. Consult a CPA or Enrolled Agent before taking a corrective distribution. The 6% excise under IRC §4973 compounds annually; errors are expensive.

Every statute and IRS-publication citation links to its primary source on irs.gov or law.cornell.edu. The full verified citation manifest is published at /sources; how each entry is verified is documented at /about.

Related

  • About — methodology and what this site is not.
  • Sources — every cited statute, regulation, IRS notice, publication, and form, dated by last verification.
  • Contact — flag a corrections issue.
  • Privacy · Terms.