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Retirement tax questions
Thank you for that info. I did extend my 2023 return.
I just got off the phone with Vanguard and they said they can do an excess removal and send me the $515 and then I can self certify as you mentioned and roll it back into the Roth. They said I should wait until after Aug 15th to meet the 1 year rule to roll it over since the initial roll over was on 8/15/2023 and they will assist me to roll it into the Roth.
Thank you again for your help!
‎August 5, 2024
11:32 AM