Fanfare,
Thanks, I was hoping Vanguard would be posting another 1099-R for the $7500, but wasn't sure, as I said I'd better wait until after January before proceeding with this tax stuff...
I already started my Turbo Tax 2024 (I didn't complete it) before I became aware of what I did wrong (over deposited money into my Roth), I'm now thinking I should delete the Turbo Tax 2024 that I started and not start again until after I complete the Amendment Return for the 2023. In this way, when Turbo Tax 2024 imports the information from Turbo Tax 2023 (including the Amended Return information), the 2024 information will be accurate, etc. What do you think...???
mheslop
