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...