I think I found what supporting docs I should send with the Form 8995 - Schedule C, Schedule B, 1099-DIVs and Vanguard docs showing SEP IRA contribution.Anythin...
Right, they are not Roth IRAs. At 68 years old it probably isn't worth converting some or all to Roths.I'm just wonder if there is any advantage to consolidatin...
Hi Thanks for the reply. No 5329. When I did the amended 1040X for 2021 I reduced the SEP-IRA contribution to what it should have been in the step-by-step form....
