I have another curve. I'm confused as to what amount goes in blocks 1 and 2a if I do a substitute 1099-R. I am meeting with my Roth provider on Monday to see ab...
I appreciate your help, but I'm still confused. I made two withdrawals from my Roth IRA to correct the 2020 excess contribution. The first withdrawal was for th...
I have a few more questions. Here is where I stand. I amended my 2020 and my 2021 returns to reflect the actual excess Roth contribution and paid the 6% additio...
Am I correct that I need to start by amending my 2020 return? It took me awhile to figure our why turbotax kept saying I was eligible to contribute. Turns out t...
Okay, I have a Form 5329T (self) and a Form 5329S (spouse) on my 2021 return. Part IV of the forms are filled in based on the info I entered on the 2021 form as...
