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Hebb
Returning Member
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  • Re: ROTH conversion

    Thank you. If I understand you correctly the excess earnings should be recorded as taxable IRA distributions.
    Hebb
    1
    Updated Feb 10, 2025

  • Re: ROTH conversion

    Thank you for the quick response. Vanguard returned the excess ROTH contribution plus earnings. I want to know is my excess earnings be reported as Capital Gain...
    Hebb
    3
    Updated Feb 10, 2025
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