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Retirement tax questions
You probably got bad information from the Prudential rep. It's unlikely that the Prudential rep had all of the information from your tax return necessary to determine if you were eligible to contribute to a Roth IRA or not.
The other possibility is that you've prepared your tax return incorrectly, but without more information it would be impossible to determine where the mistake was made.
‎February 1, 2023
2:23 PM