I did not file by April 15, but I am in an area which received an automatic extention to Oct 16, so I don't believe any penalties or carry forward is needed.Tha...
@fanfareSeems like your brackets sentence is correct; this is what I found online: "Section 333 of the SECURE 2.0 Act (SECURE 2.0) exempts the excess contributi...
if the brokerage calculated the attributable earnings over the investment performance of the entire account and then did an in-kind transfer of a number of shar...
Thanks for the prompt reply.@dmertzwrote:I'm not sure what you mean by "2022" Roth IRA...I'll assume that you mean that you contributed $6,000 to a previously e...