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Chris_99
Level 3
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  • Re: Roth IRA

    DanaB27,Thanks so much for your kind and clear advice, I am filing my daughter tax now!!!
    Chris_99
    Updated Mar 10, 2023

  • Re: Roth IRA

    Thanks so much for your reply! Do you mean I don't need to mock the 2023 1099-R for her return of 2022 excess Roth IRA contribution?
    Chris_99
    2
    Updated Mar 10, 2023

  • Re: Roth IRA

    I called Vanguard, was told "no need to mock 2023 1099-R as there is no capital gain to report", is he right? Thanks!
    Chris_99
    4
    Updated Mar 10, 2023

  • Re: Roth IRA

    Hellodmertz,I re-read all your posts for the 3rd time, and took detailed notes, and come up with these number. I have to go through you as I am terrified making...
    Chris_99
    5
    Updated Mar 10, 2023

  • Re: Roth IRA

    Thank you so much for spending your time goingthrough the old posts! Yes, you are correct, the $1,250 is on line 19 of the 2021 Form 5329.Rereading the posts 2n...
    Chris_99
    6
    Updated Mar 10, 2023
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