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Retirement tax questions
My broker rejected my request to withdraw my mistakenly converted RMD into my Roth Ira as "excess contribution". They say I must take it as a distribution.
Is the 1099 form produced by a broker when you withdraw an excess contribution via conversion to a Roth IRA the same as the one for a distribution from the same Roth ira?
Can anybody explain the different consequences, if any,
‎January 25, 2023
8:55 AM