Thank you for the reply. That makes a lot of sense. I checked my 2022 tax forms and there is no safe harbor statement so my CPA last year must be going with the...
That's great news, thank you so much for the Turbo Tax steps, worked perfectly.As I was entering, I realized I have one last question related to the pro-rata ru...
Thank you so much for explaining, very helpful. I have a question in your response. You mentioned about the pro-rata rule.I was aware of this so before executin...
Thank you so much for this... very helpful. I'm creating the 1099-R in Turbo Tax, but just noticed something odd in the distribution.I over-contributed $832 in ...
I'm finalizing my taxes and still struggling with how to handle this. On my 2021 taxes I did not report any contributions to a Roth or Traditional IRA. In early...
