niel2k
Level 2
Member profile
- Replies
- Posts
-
@dmertzAha! got it. So all I have to complete and file are 1040-X, sched 4 and 5329.I have them. Awesome. Will send them out to IRS with a check.
-
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...
Activity Feed for niel2k
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 23, 2020 4:43 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 23, 2020 3:14 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 23, 2020 10:45 AM
- Cheered Re: Excess Contributions Roth IRA Married Filing Separately for dmertz. February 20, 2020 8:30 AM
- Posted Re: Excess Contributions Roth IRA Married Filing Separately on Retirement tax questions. February 20, 2020 4:23 AM
- Cheered Re: Excess Contributions Roth IRA Married Filing Separately for dmertz. February 20, 2020 4:14 AM
- Posted Re: Excess Contributions Roth IRA Married Filing Separately on Retirement tax questions. February 19, 2020 7:57 PM
- Cheered Re: Excess Contributions Roth IRA Married Filing Separately for kate3116. February 19, 2020 7:51 PM
- Cheered Re: Excess Contributions Roth IRA Married Filing Separately for dmertz. February 19, 2020 7:51 PM
- Posted Re: Excess Contributions Roth IRA Married Filing Separately on Retirement tax questions. February 18, 2020 6:15 PM