Thanks for the details. Im sorry I should have mentioned, i have already filed and govt accepted the return and now I have to do via amendment. I have already f...
At what point is the 6% penalty for the 2018 Roth assessed by the IRS? As a reminder, we aren’t eligible for 2018 or 2019 Roth’s. Our 2018 Roth was past the dea...
Thank you for the detail!just to confirm:3)when the 2018 excess is removed, we will only owe a 6% penalty per year? This distribution won’t also be taxed as tax...
When you said : “Then you need to withdraw the excess contributions and turn the money into Back Door Roth IRA's to have the tax benefits when you retire.”1) We...
