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Retirement tax questions
Thank you so much for your clear explainations again! We totally trust your expertise and feel so fortunate to be able to get your help online!
1. I moved out $1250 from her 2021 Roth online
2. I called Vanguard, the rep said putting back the March 4th distribution of $1250 to 2021Roth is not a rollover, it's a contribution. I have to write a check, can't be done online. I guess I confused him, do I need to open a Roth IRA at fidelity for her now?
BTW, what does this mean "That must be done as a return of $1,250 of the $2,602 contribution for 2021 that remains."
Thank you so much!
March 7, 2022
2:25 PM