Yep, need to call Schwab to arrange return of contribution. I'm hoping this will be a 2026 event so I can finish 2025 TT once 1040s are pushed. Thanks a lot for...
I should have mentioned its my wife's IRA. She turned 73 this year ans hasn't earned W2 wages for years. I've been contributing to her IRA and my 401k. Does thi...
Thumbs up to @dmertz but thumbs down to the IRS.Stupid me thought I could apply my entire 2018 non-deductible cost basis to my 2021 normal distribution. But noo...
