Dana,How do I tell TurboTax to apply the excess $250 for each of our Roths to our 2021 contributions without involving Schwab, moving the money, or recharacteri...
Dana,Thanks for your reply. Yes in fact I did have a conversion of an old 401K which was $39,157 which we were taxed on because it was considered an IRA distrib...
Dana,Is it possible to take the excess$250 from each of our Roths for 2020 and have Schwab move these contributions to our 2021 Roths? Would this avoid paying a...
Thanks for your help. I read the publications you included.So of the two top options for the excess $250 for each of our Roths, would you recommend recharacteri...
