The other day I called again and spoke to a supervisor. I faxed them my tax extension, the IRS IRA rules, and a formal statement. I received a transaction confirmation about two days later. It was not easy but yay it’s done.
When I receive the 2025 1099R next year, do I need to anything or do I just ignore it since I’m reporting it in 2024? Also, I had them reinvest the excess contributions and earnings this year 2025, just to confirm, the total contributions for this year includes the earnings too, correct? I want to make sure I report my IRA contributions correctly next year.
Thank you so much for your help! @Opus 17 @fanfare
