Thank you! Just completed the state forms on the NC website. Wasn't too bad. A lot of work to pay $30 in taxes! I did learn a lot in the process of manually com...
OK, so now I am completing the process of filing an amended 2021 return. Recap: in 2021 I contributed 7k to my Roth IRA not realizing I was not eligible to do s...
Thanks for your reply. So to clarify, I spoke with Vanguard about my excess contribution. We moved the 7K contribution elsewhere. That leaves the earnings, abou...
Thank you very much. Yes, my broker said they will provide me a 1099-R which would show the $7k withdraw and the exact earnings amount . Would I then need to fi...
