@DanaB27Thanks again for all the help!For the prior year amended returns, there is an "Explanation of Changes" description that must be added. Can the wording s...
Thanks so much@DanaB27for your help!On the 2022 return, just to make sure I am following correctly, this is what I think should happen for the above scenario (m...
@DanaB27The exact situation is this:Age is over 59 1/2 and the Roth IRA was opened back in 2007.In 2021, incorrectly contributed the max allowed for 2020.In 202...
Hi, I'm dealing with a nearly identical tax situation and I have a few questions:1) If an excess Roth contribution for tax year 2020 was made in 2021 (i.e. mone...
