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Retirement tax questions
Thanks. A couple of clarifications: The first Roth contribution was in 2010 so well past the five-year mark. And I'm 75 now so no early withdrawal penalties. And yes, it is entirely possible/likely I entered the wrong numbers into TT before, but I'm pretty sure I haven't run afoul of the tax rules. So it looks like I should put zero for the contributions minus withdrawals. Then the net of conversions minus recharactsrizations (TT had this right). Again, thanks for the help.
‎February 29, 2020
12:20 PM