About roshak

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Re: How to report Roth earnings after early withdrawal of all 2020 c...

Early 40's. I unexpectedly hit the MAGI limit and all of my 2020 roth contributions were ineligible and thus had to withdraw and move them to taxable account. V...

roshak

1

Updated Feb 25, 2021
Re: How to report Roth earnings after early withdrawal of all 2020 c...

Vanguard advised that I would need to file form 5329. I don't see that anywhere? Am I missing something?

roshak

3

Updated Feb 25, 2021

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Date Registered	‎February 24, 2021 12:02 PM
Date Last Visited	‎February 25, 2021 9:12 AM
Total Messages Posted	3

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