@Opus 17ok this is much cleared. Appreciate the thoroughness from your end. I visually see now how we are clearing out form 5329 so that there is no longer exci...
Opus17, thank you for the information. I want to respectively push back here for a minute so please hear me out.I just looked up Box 3 codes and "1" indicates a...
Bill thanks but the software isn't doing as you say and it is important to note the years this excess distribution is related to. I paid income tax back in 2022...
I was in the phone with Turbotax for over 2 hours and no one had any idea on how to help me resolve this issue nor knew the answer. Here are some facts and gene...
