Thank you this is perfect. based on what you said about removing the 10% penalty, I haven't been putting my Roth contributions into TT over the years. Though si...
So don't worry about the fact that they will send two 1099-R's and just submit 1 combined 1099-R? Also, they said box 2b will be checked (taxable amount not det...
Sorry to bother you again. To follow up on this. i spoke to my broker to find out what they would report to the IRS due to the removal of excess contributions. ...
I'm in the exact same boat, except my excess contribution + gains removal is occurring in March and will be deposited into my brokerage account in same month, a...
