- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hi @sciguy
I am curious to learn how things worked out with the correction. I am in the exact same boat as you were and the tax pros I have consulted with are confounded with the matter. Coincidentally, I did a rollover from schwab to fidelity as well. I have contacted fidelity of my error and it appears they may be hung up too, since I haven't heard from them in two weeks.
Right now fidelity wants proof of what my aftertax/nondeductible funds are. I explain that Schwab does not track that and I showed them my 8606 but.. still waiting on a response.
Thanks
‎April 30, 2023
12:56 PM