Tj137
Returning Member
Member profile
- Replies
- Posts
-
thanks fanfarewithout the "return excess with earnings" form. you did on your own a simple distribution which can be an early distribution depending on your age...
-
That makes sense, I agree on taking the rigorous approach. I just need to confirm some key facts:Regarding withdrawing a non-deductible traditional contribution...
-
I also see so many posts encouraging people to enter a 1099 R on their own. What happens when that 1099 is different that the one their institution sends the IR...
-
I keep going back and forth on being hopeful about this - that I'm wrong about being wrong.For example, in the IRA contributions worksheet, line 6:Line 6 - Cont...
Activity Feed for Tj137
- Posted Re: IRA comedy of errors - 'pro rata' traditional IRA; mixed roth & traditinal contributions in a year and dealt with excess incorrectly; reported roth contributions as NDT... years ago on Retirement tax questions. March 10, 2025 4:24 PM
- Posted Re: IRA comedy of errors - 'pro rata' traditional IRA; mixed roth & traditinal contributions in a year and dealt with excess incorrectly; reported roth contributions as NDT... years ago on Retirement tax questions. March 9, 2025 3:29 PM
- Posted Re: IRA comedy of errors - 'pro rata' traditional IRA; mixed roth & traditinal contributions in a year and dealt with excess incorrectly; reported roth contributions as NDT... years ago on Retirement tax questions. March 9, 2025 1:46 PM
- Posted Re: IRA comedy of errors - 'pro rata' traditional IRA; mixed roth & traditional contributions in a year and dealt with excess incorrectly; reported roth contributions as NDT... years ago on Retirement tax questions. March 9, 2025 1:22 PM
- Posted IRA comedy of errors - 'pro rata' traditional IRA; mixed roth & traditional contributions in a year and dealt with excess incorrectly; reported roth contributions as NDT... years ago on Retirement tax questions. March 8, 2025 7:29 PM