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Retirement tax questions
Thanks for replying. I took securities out and put back securities (worth $200 more) in same roth account. So, I'm assuming extra $200 will be counted as a contribution. I don't think I need to pay any penalty or taxes in this situation on this indirect rollover and contribution? wanted to make sure. (other than this my situation is simple. I have a w-2 and some 1099 for investment account).
March 8, 2023
9:06 AM