So there was an error in the file I sent because I had five (5) 1099-R conversions and it was properly excluding the one (1) IRR coded G but it was only includi...
I know TTD was excluding 2 1099-Rs, only one was IRR. Since the "excess" amount was only about $1K either one would have . Fidelity's 1099-R did say it was a co...
@PM36Something isn't making sense. Seems like B makes more sense than J does.A few of questons:1. Did you have the Roth plan for more than 5 years before you cl...
@dmertzThat is an interesting point. Do you have any reference as to why they would not allow In Plan Conversions or Roll Overs? I did go back through each 1099...
Your token number is: [phone number removed]-50058039@DanaB27The warning is not coming up about excess funds but theRoth IRA sheet is still incorrect, only dedu...
