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After you file
Oh there is one final wrinkle. For one account, I realised I had to make another excess contribution (but small one) which turned out to have a small gain. But when this is combined with the previous excess contribution and associated loss, there is an overall loss. So is it necessary to separate these two ie report the very small gain or ok to combine and report just the loss with a similar explanation?
March 23, 2023
10:01 AM