dmulchand
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Hi - I'm unfortunately affected by this exact same issue with Betterment. I withdrew excess ROTH IRA contributions and box 1 and 2a are the same -- 2a should be...
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Thank you SO much for clarifying! I really appreciate it.
Activity Feed for dmulchand
- Posted Re: A 8606 form has *nothing* to do with a Roth excess contri... on Retirement tax questions. February 14, 2020 9:22 PM
- Posted Re: Must fix my excess 2018 roth ira contribution. timeline: deposited $5500 4/19 but didn't invest it until 7/1/19. I'm removing excess + little earnings. What do I do now? on Retirement tax questions. July 14, 2019 11:44 AM
- Posted Must fix my excess 2018 roth ira contribution. timeline: deposited $5500 4/19 but didn't invest it until 7/1/19. I'm removing excess + little earnings. What do I do now? on Retirement tax questions. July 14, 2019 10:46 AM