what are you concerned about? please elaborate.your statement "I am somewhat concerned that your issue is not the same one that the phone people were talking ab...
No, I did not have excess contributions in 2021 or 2022. This is very frustrating because I was told by 2 phone reps yesterday and a rep online through Facebook...
TT software issue ... I spent hours on the phone with them yesterday. They say they are investigating but cannot advise what to do. However, they advised the ta...
Same for me. I didn't realize that 2022 listed an excess that is now carrying over to 2023. I do not have a form 5329 from 2021, so obviously 2022 should not ha...
