@fanfareHi, I'm just double checking to make sure I don't mess this up, especially since I asked about both Roth and Traditional removals.I deleted the Roth con...
@dmertzThank You dermetz! I asked the investment company yesterday (before posting) if the 1099 would include a code that would indicate exactly what you just s...
Just for the sake of putting it out there, I did talk to the investment company and they will generate a 1099 for the reversed contribution earnings in the 2024...
@fanfareThank you for the reply! Pursuant To, I was aware of but thank you again.... to get the earnings out you have to use the custodian's form "excess plus e...
