I followed your good instructions on entering the 2021 1099-R for my recharacterization from Roth to traditional and then my withdrawal of the excess contributi...
Thank you for the suggestion on the back door Roth contribution. I found the back door Roth is not attractive for us as 95% or so of the funds in my traditional...
Many thanks for the reply. I did not get a warning about the excess contribution, but rather I know that our income exceeds the level for which any Roth IRA con...
