ETFtrader
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@DaveF1006Any thoughts on this?In summary:1) Do I need to amend any of the prior returns, including the prior amendments due to the 1099-R mismatches? If so, wh...
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I need some more clarification on this. Line 18 $18,500 This is the cumulative excess carried over form the 2023 return Line 20 $18,000 This must match the act...
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ThanksDaveF1006Just to clarify all contributions that were originally made to the Roth IRA from 2021 to 2024 were distributed in February 2025, for a total of $...
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Thanks@DaveF1006!!!One more question, when I reported the excess Roth IRA contribution in Form 5329 last year (2024 tax return) I used a value of $18,500 on lin...
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@DanaB27Thanks again for your help with my 2024 return. I am now in the process of doing our 2025 tax year return and was reviewing the 2025 1099-R's sent by th...
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