raom1024
Returning Member

Retirement tax questions

@Opus 17 Thanks much for the response.

Yes, many mistakes committed along the way. Should have been TT customer much earlier.

 

At this point, I just want to move on, if IRS considered it excess contribution, so be it. If paying excise tax and reducing the 2024 contributions would resolve it, then I'm ok with that.

 

Thanks for the link on the transcripts.  That's really useful reconciling my records with what are on my file.