tractng
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Yes the assumption is correct, I don't have any other funds in traditional IRAs. Currently its at zero balance on the only traditional IRA account (at TIA). I d...
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dmertz,So thinking out loud for the last time. Can I request a rollover of the $1500 basis from the deferred account (403b) to a Roth IRA? Then next year when I...
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So I got a call from TIA this morning and was told they couldn't make the correction.They offered to compensate the amount that I was affected. I told them ther...
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Got the call back from TIA. They did listen to the voice recording from the request in Oct. They are still working on the corrections.I kept on telling them abo...
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"corrected code-G 2024 Form 1040"- you meant 1099-R?I will ask TIA for an update and see what they say. It might be best to just don't do anything.
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- Posted Re: Converting to Traditional IRA to Roth IRA on Retirement tax questions. February 7, 2025 10:23 AM
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