Hi @dmertz ,
Sorry more follow-up questions:
1. The Roth conversion was made from my Rollover IRA (funded from previous 401k) to Roth IRA. It means this is the type of 'deposit into a Roth IRA', right?
2. No I did not have any rollover activity in the past year. I called Fidelity on Sunday if they could reverse the transaction or roll the money back from my brokerage account to Roth in case I have confirmed it wasn't an excess. They said they couldn't. Does the rollover rule have to be like to like account transfer within 60 days? What's the better approach to tell Fidelity about the rollover request?
