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Retirement tax questions
Hi! Box 2a shows 0.00.
When I was working with Schwab they took the money out of the IRA and put it into the Roth. I believe I made the contribution in calendar year 2015 for 2016. The reason is I mistakenly thought I could contribute to both a traditional and Roth IRA but when I realized the contribution limits I asked them to remove the contribution from my traditional and put it in my Roth.
When I was working with Schwab they took the money out of the IRA and put it into the Roth. I believe I made the contribution in calendar year 2015 for 2016. The reason is I mistakenly thought I could contribute to both a traditional and Roth IRA but when I realized the contribution limits I asked them to remove the contribution from my traditional and put it in my Roth.
‎June 4, 2019
11:09 PM