Hi Dmertz,Still trying to complete my 2023 tax return for the excess contribution of $515.Vanguard did withdraw the funds and sent me $632.I sent them a check f...
Oh wow! I will call Vanguard now and get this rollover done today.I am still also trying to understand what to include in my 2023 return to address this issue.I...
Thank you for that info. I did extend my 2023 return.I just got off the phone with Vanguard and they said they can do an excess removal and send me the $515 and...
