tmepfox
Level 1
Member profile
- Replies
- Posts
-
@dmertzI have another question that I just received an answer to from Vanguard today. On my 2020 1099R, they list the amounts as outlined in the table below. Th...
-
@dmertzI just thought removing the 2020 contribution and now contributing again would cause a mix up with the IRS since the 2020 removal is on the 1099R and wil...
-
@dmertz- Thanks for the quick response1. Before posting I did enter it in a 1099R but my mistake was not going through the entire process and answering the foll...
-
I had excess contributions for 2018, 2019 and 2020 which were all removed in 2020 as follows:2019 contributions - 4/29/2020 - 7559.20 (559.00 earnings)2018 cont...
-
@dmertz- I apologize for adding to this post in the middle - not sure how else to do it.I made a Roth contribution in in 2018 for $6500.This year I realized I w...
Activity Feed for tmepfox
- Posted Re: Excess Roth IRA Contribution on Retirement tax questions. May 3, 2021 6:26 PM
- Posted Re: Excess Roth IRA Contribution on Retirement tax questions. April 16, 2021 8:36 AM
- Posted Re: Excess Roth IRA Contribution on Retirement tax questions. April 14, 2021 6:28 PM
- Posted Re: Excess Roth IRA Contribution on Retirement tax questions. April 13, 2021 6:33 AM
- Cheered Re: What/how do I report a removal of excess Roth IRA contribution made in 2019 and in early 2020? for dmertz. July 13, 2020 5:01 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2019 and in early 2020? on Retirement tax questions. July 12, 2020 4:17 PM
- Posted Re: Taxes & Reporting on withdrawal of excess Roth Contributions for 2018 & 2019 on Get your taxes done using TurboTax. July 11, 2020 8:56 PM
- Posted Re: Taxes & Reporting on withdrawal of excess Roth Contributions for 2018 & 2019 on Get your taxes done using TurboTax. July 11, 2020 1:29 PM
- Posted Taxes & Reporting on withdrawal of excess Roth Contributions for 2018 & 2019 on Get your taxes done using TurboTax. July 10, 2020 11:45 PM