About pbartoli

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Re: Withdrew excess contribution to from Roth IRA mistake code

Some edits..Step 3 in "Me."Distributing the $130 will not "cause" a 6% fee, so much as the 6% fee simply must be paid to account for the excess contribution tha...

pbartoli

3

Updated Apr 11, 2025
Re: Withdrew excess contribution to from Roth IRA mistake code

I'm just going to recap for my own mentals and to maybe help anyone else who runs into this or a similar problem in the future.Me1. File amended 2023 (wait to s...

pbartoli

4

Updated Apr 11, 2025
Re: Withdrew excess contribution to from Roth IRA mistake code

@fanfareThis makes sense. Thank you!

pbartoli

5

Updated Apr 11, 2025
Re: Withdrew excess contribution to from Roth IRA mistake code

Thanks so much for the patience, and you're very right - I am definitely getting confused by how I am supposed to treat the two separate accounts.I can certainl...

pbartoli

7

Updated Apr 11, 2025
Re: Withdrew excess contribution to from Roth IRA mistake code

Thanks. This is regarding my new excess, correct? Just want to be sure I'm understanding you correctly.In the first option you're saying contact my custodian, w...

pbartoli

10

Updated Apr 11, 2025

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Date Registered	‎April 10, 2025 1:33 PM
Date Last Visited	‎April 11, 2025 9:29 AM
Total Messages Posted	9

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