@dmertzThanks for the help! One quick follow-up: Since I am under 59 1/2, will I need to manually apply Exception Code 21 on Form 5329 to avoid the 10% early w...
Hi@dmertzI contributed a total of $7,000 across my Roth and Rollover Traditional IRAs for the 2025 tax year. In February 2026, I realized my income exceeded t...
