rgordon93
Returning Member
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@DavidS127 I am hoping you can help me. In 2018 I made a contribution of $500 to my Roth IRA. I was phased out that year and should have not made any contributi...
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I’m not an expert and I don’t fully understand. I’d prefer to pull the $500 out, pay the penalty’s and be done with it. My question is once the $500 is out what...
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I use Schwab for my RothIRA. They would not allow me to re-characterize my 2018 contribution to a following year. I was able to contribute in 2019,2020, and 202...
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@dmertz I have a similar situation I am trying to work thru now. In 2018 I contributed $500 to my RothIRA. I was phased out and should have not contributed anyt...
Activity Feed for rgordon93
- Posted Re: Withdraw Excess Roth Contributions at a Loss on Get your taxes done using TurboTax. March 22, 2022 7:15 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 22, 2022 6:32 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 22, 2022 5:57 PM
- Posted Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? on Retirement tax questions. March 22, 2022 2:27 PM