BillM223,As you indicated in a previous correspondence, the financial institution refuses to fix their error even though they initially said they would. They ar...
BillM223,Again, thanks for all your input.I contacted the financial institution and they are sending me corrected 1099-SAs. One for the $860 showing a normal di...
BillM223,Thanks for all the information, you have been very helpful.To accomplish what you are recommending, I will have to do the following:Note: I received on...
The $860 Excess contribution for 2021 was withdrawn in July 2022 after the tax deadline. At the same time I withdrew the $4250 excess contribution for 2022 prio...
Thanks for the reply.Just a couple of notes:1. The $860 excess contribution for 2021 was already withdrawn in 2022 even though it was after the filing deadline....
