@Opus 17Thank you again for your detailed response, but it turns there's a further complication. Please bear with me.I called my broker yesterday and it turns o...
@Opus 17Thank you very much for the detailed response. I have a few more questions about the process:I read online that it’s generally allowed to amend tax retu...
@fanfareThank you very much. Unfortunately I maxed out the Roth contributions every year, so I guess I couldn't carry it over.By removing the excess contributio...
