AT25
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Yeah, I've gone through those posts, but it seems to be different in 2020 version. The steps seem to be different, and that specific individual has combined rot...
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@dmertzok. Makes sense just needed confirmation. So I’ll pay the penalty twice for 2019 and 2020
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@dmertzso don’t need to do anything tax wise for earnings that I recharacterized to a traditional? The 1K?since I only pulled the 2019 excess in 2021, do you kn...
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@ReneeM7122Thanks for the reply. I understand I don’t need to pay for 2021 if I fix it now. But what about 2020? I’m just unclear if I need to pay it for 2020 s...
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@Opus 17@dmertzHi both,It took some time clarifying with Schwab, but I was able to do what I was planning. Your guys' earlier responses definitely were correct,...
Activity Feed for AT25
- Posted Re: How to correctly report recharacterization from Roth to traditional IRA (due to excess contri... on Retirement tax questions. April 5, 2021 2:10 PM
- Posted How to correctly report recharacterization from Roth to traditional IRA (due to excess contributions). Amendment on Retirement tax questions. April 5, 2021 12:57 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. April 2, 2021 1:19 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. April 2, 2021 12:39 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. April 2, 2021 12:10 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. April 1, 2021 9:37 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 19, 2021 2:48 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 19, 2021 2:00 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 19, 2021 1:10 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 19, 2021 11:42 AM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 18, 2021 10:27 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 17, 2021 4:00 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 17, 2021 3:29 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 17, 2021 1:55 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 17, 2021 1:24 PM
- Posted Re: I realized that I've contributed to a roth IRA for the last 2 years, when I am technically no... on Retirement tax questions. March 17, 2021 11:07 AM
- Posted I realized that I've contributed to a roth IRA for the last 2 years, when I am technically not allowed to, due to the income limits. How do I fix my 2019 returns? on Retirement tax questions. March 16, 2021 10:40 PM