@guywong- amazing how something could be this complex. But I imagine the entire IRS tax code is that way.To your latest comments, here are my thoughts.First, I ...
@fanfare@guywongThank you both for your help! It is sincerely appreciated.I will proceed with amending the 2022 with the following actions which I will document...
@fanfare- This return of excess contribution came from a 401(k) account that upon retirement was rolled over into a Traditional IRA. However, it appears the exc...
@fanfare - I have now received the excess contribution + earnings check.From all my reading, I can now, before Oct. 15th, 2023, file an Amended Return for 2022....
@guywong- Thanks for following up.Between your feedback and my own reading/research, I think i am making progress.Now one thing i am stuck on a little bit is on...
