- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
One thing to remember is that the custodian will have to issue Form 1098-SA to you to show the distribution. Earnings on Excess will have to go to box 2. How are they going to come up with that amount if they don't calculate it? They might not want to do preliminary calculations for you but eventually, they will have to.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 29, 2024
1:13 PM