@dmertz When the customer service rep I spoke with didn't understand how to calculate a pro-rata contribution limit given 3-months of eligibility, I knew I wasn...
@dmertzThank you for catching my typo! You are correct. This is very helpful - it wasn’t clear to me exactly how to calculate ACB. Your example makes sense, and...
@Mike9241There’s $0 in the account that received the excess contribution. My assumption (fully acknowledge it may be incorrect) is that the custodian won’t be a...
