samd4225
New Member

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