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Retirement tax questions
Thank you so much for this. I did my Roth on 12/31/20 and then realized with all the 1099's and a K1 and a bonus I was over too. Until I saw this, after reading the IRS code like 10x and still not completely sure, I was going to have to go to a CPA for this one thing. TY so much for posting this. This was all that was holding me back from filing. I only needed the first section, as going forward my income has increased enough that all my IRA contributions will be Traditional Non-deductible again.
May 13, 2021
2:38 PM