- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investing
A couple of things by way of follow up.
First, as it seems you agree with my analysis, perhaps you have a view on whether I should be able to make a contribution in the same tax year in which I do a rollover? I would think so, but Fidelity has not allowed it. And assuming so, how would it be entered into TT without flagging an excess contribution?
Second, assuming I can only do one or the other and choose to go with the rollover, how is that coded in TT so as not to be an issue if MAGI is greater than permitted threshold for allowing both contributions and conversions?
‎September 25, 2024
2:45 PM