Hi Dana,So would my timeline look like this?1. Go to my IRA custodian (TD Ameritrade) and file a Removal of Excess-Form to generate the 1099-R.2. File my taxes ...
Hi, to clarify, I did not receive the 1099-R and the 5K contribution was contributed in Feb 2021 for Y2020. This would mean that I would receive a 2021 1099-R f...
Hi Minh,I will be withdrawing the excess contributionbefore the due date of my 2020 tax return which is May 17th. To clarify, I wouldnot report any Roth IRA con...
