TL;DR - No I did not go back and calculate everything. I simply accepted the number it showed me and moved on.Long Answer:This was my first withdrawal from a RO...
TLDR for others that may have my same problem:My 1099-R did not include a date in Box 11.By putting in the 'First year of desig. Roth Contrb.' - the year that t...
What? Your reply left me with more questions than answers for my situation.TLDR for others that may have my same problem:My 1099-R did not include a date in Box...
I have exactly the same problem. This is the first time I've ever taken money out of my ROTH IRA to spend, BUT my accounts were created more than 5 years ago an...