@fanfare So to make sure I'm understanding you correctly:
1. Withdraw only the contributions I made to the Roth IRA (2021 + 2022 contributions)
2. Fill out a 5329 for 2021, 2022 and 2023 each with a 6% penalty
3. I plan to amend online/desktop. I had filed using the desktop TurboTax
- I plan to withdraw within the next few weeks (01/2024). Will I need to pay the 6% penalty for 2024 tax return?
- I read that I'd need to wait until 2024 to receive my 2024 1099-R. Do you know if I can amend my 2021, 2022 + complete my 2023 tax returns now by filling out my own 1099-R?
- I am under 60 so I believe I will need to pay the 10% early withdraw fee. Is this a one time fee for when I fill out 2024's tax return?
