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Retirement tax questions
Changing the letter to D is not a blanket fix (and frankly, not smart if it doesn't actually apply to you)
For me personally, my employer has a SIMPLE IRA. Code S is the correct one. So I am stuck waiting for TT to get their act together since they already took my money before notifying me of the issue. I will not be back. Completely unacceptable business practices. I don't care that I was "locked in at the lower price". It should have been MY choice and TT was too money hungry to see that.
‎January 29, 2024
8:24 AM