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Get your taxes done using TurboTax
@Mike9241 Thank you for that info. If I begin a withdrawal from my Roth, I do see where Fidelity will withhold taxes, like you mentioned. I’m not seeing that on the Sarsep Ira, though. Are withholdings handled differently on that account type?
Also, for a 60 day rollover back into the same account, is there a *formal* rollover process that must be followed, or can I simply transfer funds out and then back in (assuming I’m able to get them back in in time)?
August 13, 2022
4:16 AM