Retirement tax questions

"That leaves the earnings, about $530. "

 

Vanguard is required to calculate the earnings exactly.

and return that to you.

whether they send you a check or move the money to a different account should make no difference.

you have to file the request using form marked "return of excess".

 

 

Contact Vanguard and ask for a manager to straighten this out.

 

@Wolf Larson