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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.
March 27, 2023
6:06 AM