Hello, wondering whether to go with Full Service or Expert Assist for filing this year.
My taxes are very straightforward (W2 & 1099s). However, in 2024 I accidentally over-contributed to my IRA and was in a rush when filing taxes last year so just paid the penalty and moved on. This year, I want to ensure any corrective action that's needed regarding that over-contribution is done and have everything sorted out so that going forward I can just do a backdoor roth every year.
Any opinions between the Full Service or Live Expert Assist? I don't mind paying as it'll likely be a one time thing, next year I'll continue to do my own taxes. I just need someone who knows their way around Roth/Traditional IRA rules and penalties.
Thanks in advance
