I completed return as you suggested and created 2 substitute 1099 R forms, one of me and one for my husband. It resulted an additional tax (6% on one of our exc...
Oops I had a typo in my last post.In paragraph"Based on IRS publication reading, it seems his earnings should be filed in 2023, but I read some other discussion...
Thank you Opus 17 for detailed answers.For #2, I stated two situations: I have contributions in 2023 for 2023, but withdrawal done in 2024. My husband's excess ...
