Thank you so much for your clear, concise, to-the-point answers! Really appreciate it.After research, I was also surprised the brokerage didn't advise me not to...
@dmertzThank you so much for your response. Please help confirm regarding the Deductions. After I provided $5k as Roth IRA contribution. Next step TurboTax scre...
I haven't filed 2018 tax (asked for extension) and I requested the withdrawal of excess contribution. This is to prevent me amending my 2018 tax in 2019. And ce...