In 2023 My wife and I made excess contribution of $1200 each to our Roth
IRAs. We were over the AGI limit. I just caught this in Jan 2024 in prep
for 2023 taxes. I have successfully requested the excess from Vanguard
for both of us. We did both have ...read more
At the end of 2023, my IRA balance was $2 because I transferred
everything to a Roth IRA. Now, while contributing to my 2023 IRA in
TurboTax, I'm asked for the IRA value on 12/31/2023.So, if I contribute
$1000 today, should I enter $1002?
In TurboTax Premier (Desktop) I have complete all 1099-R income
sections. Being retire (7 yrs) each year I have the same 4 accounts to
account for. Now when all those forms are processed in Turbo next Turbo
directs me to "Continue" and it ask if my R...read more
WB001Posted Saturday
| Latest post 3 hours ago by
WB001