Thank you Champ, I completed the 2023 Amendment Return, it was easier than I thought once I got to the right area. I'll have to mail it since online filing has ...
Turns out I don't receive a 1099-R for 2023 as I didn't take any distribution out of the ROTH in 2023. I did receive an IRS Form 5498 on 10 May 2024 indicating ...
Fanfare,Thanks, I was hoping Vanguard would be posting another 1099-R for the $7500, but wasn't sure, as I said I'd better wait until after January before proce...
fanfare,Thank you, I received one of my 1099-R related to my Roth, sounds like I better just wait until after January before I start any tax figuring... Maybe t...
