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Retirement tax questions
So the code is correct when I called the previous employer but where the money went was the wrong account. I already paid taxes on that money because it was contributions with after tax dollars. There is also a dollar figure in line 6 which is greater than the amount in line 1. I have a Roth IRA already for many years in the same brokerage the rollover came in. The problem is that the rollover went into the wrong account and was told that a tax advisor would be able to help since we can not do a recharacterization. Anything else I can do?
March 17, 2023
12:03 PM