I want to roll my after tax IRA contribution to a roth IRA and the earnings into a traditional IRA. How do I do that?
How can I include Form 5329 and request for a waiver of additional Tax on excess accumulation in qualified retirement plan (my IRA)?
Is a Solo 401K considered having a "retirement plan at work" if I didn't contribute to it during the tax year?
Total contribution is about 1k to retirement via my work. Do I need a separate form for deductions on that money, or is it included in box G-12 on my W2? Different? Same?