How do I report a $6,500 non-deductible contribution to a Traditional IRA (made on Sep 30, 2024), if Fidelity coded it as a 'premature distribution' on Form 1099-R?
Does Principal from an Irrevocable Trust Distributed to a Beneficiary have to reported since it’s not income?
My financial advisor says I need a form filed by my CPA saying I am drawing from the principal and not the earnings of my Roth IRA to not be taxed. Can I get that here?