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Retirement tax questions
Wow, thank you for the quick response!
Do I use 8606 for both my Roth 401k withdrawal as well as my wife's Roth IRA withdrawal? Reading the instructions does not mention 401k but only IRAs.
If this is in fact an excess withdraw, then is a same year withdraw considered a Nondeductible contribution, Excess deferral, Excess annual additions, or Mistake of fact as Vanguard defines above?
March 11, 2024
4:06 PM