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Problem getting IRA custodian's help on calculating excess contribution earnings
Dear experts,
I understand when a Roth IRA has excess contribution the contribution and its earnings have to be removed. I was advised to not do it myself and ask the IRA custodian to do it. I reached out to the IRA custodian, my ex financial advisor, and asked her to do the calculation. It didn't really work out and I am looking for an alternative. Could someone make a suggestion?
Thanks,
Vicky
‎February 19, 2020
8:54 AM