Thanks@dmertz,I think I get it. But need to make sure to avoid mistake.I understood that I need to file 1040X, 5329, schedule 4 and 1040.Open question is just a...
@dmertzFollowing this and couple of other threads, I have mostly solved my issues. One last explicit detail remains:My 2018 return was prepared by a tax attorne...
Aha!@dmertzI think I understand.Using my words so you can confirm. Is what I am saying ahead of any sense?For after tax traditional Ira earnings are not taxable...
Thanks@dmertz. Can you also provide me a link to an article that gives me step by step instructions to re characterization followed by conversion.specifically I...