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Investing
You will most likely need a Tax attorney.
I inadvertently converted a IRA/SEP to a Roth bu mistake (a Check box was on the form that I was not aware of) for the whole account! I am currently contacting a Tax attorney after no success with Vanguard or IRS.
They say I need a" Private letter ruling" that the IRS would review.
No Idea yet what that will Cost.
The IRS does have payment plans worst case senario
‎February 9, 2024
1:04 PM