Can you explain more about not having to withdraw excess earnings? My understanding is that to avoid the 6% penalty, you have to withdraw both the original cont...
Thank you. Can you share more about how to fill out 1099-R? Are those the only boxes to check/fill out? Do I have worry about long term vs. short term capital g...
Thank you so much for your response!I am wary of doing anything manually as I know the risk of an irreversible taxable/penalty event if I did not perform the pr...
I don't think you understand the context of question. I was stating the reason why I have an excess contribution for 2024. This is due to a 2024 conversion from...
