Thanks so much! @dmertz. I’ll proceed with option A and clean this up.Do I have to wait to attach these 5329 forms for past years till next year when I file 202...
Hi@DavidS127@dmertzOne question regarding past years' Excess Roth.I have excess Roth for following years which I have removed before filing taxes for 2019:2014 ...
Woot Woot! Thanks so much both of you for your enormous support these past few days. Truly amazing support here from you both and the TurboTax Team! I am finall...
Hi@dmertz@DavidS127Merging the 2 posts so I can have your both's expert opinions. Can you please help me reconcile what to do here for the 2014-2018 excess roth...