Driley73
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@dmertz The $12K went into my rollover IRA, not my traditional IRA account. I actually had zero contribution in the traditional IRA in 2020 and, so far, also ze...
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@dmertz Thanks for this information. I have a few clarifying questions... Since I need to file a 2020 5329 form, I assume that also means that I need to file an...
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I do not believe that is necessarily true. I am stuck in a similar quagmire, with the added complication that I closed out the errant 401K after I left that emp...
Activity Feed for Driley73
- Posted Re: HCE Excess Deferral 2020 Rolled Over to IRA Corrected in 2021 on Retirement tax questions. April 4, 2022 3:56 PM
- Posted Re: HCE Excess Deferral 2020 Rolled Over to IRA Corrected in 2021 on Retirement tax questions. April 4, 2022 2:51 PM
- Posted HCE Excess Deferral 2020 Rolled Over to IRA Corrected in 2021 on Retirement tax questions. April 4, 2022 12:39 PM
- Posted Re: Excess Deferral (contribution) to 401k for 2019, but it's now 2022. on Get your taxes done using TurboTax. April 4, 2022 12:10 PM