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Retirement tax questions
dmertz,
I have read your replies and am impressed with your knowledge and your willingness to help folks out. I'm wondering if you are a CPA? My wife and I are both military and have made some similar mistakes in our Roth IRAs (excess contributing). We are in need of a CPA that we can retain to help us with our taxes from 2017 to current and future filings. I am trying to figure it all out but am struggling with all of the IRS publications and forms. Let me know if you can help. My e-mail is [email address removed] and I look forward to hearing from you.
Thanks,
-Tim
‎July 14, 2020
4:21 AM