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I actually read those FAQs and they also did not address this specific issue. But thanks again for trying and needing to keep your voice out there. Have a great...
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I ended up creating a pseudo 1099-R in Pro Series for the withdrawal of excess contributions plus earnings. I used information about the brokerage/securities fi...
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Did the work-around work for you in Pro Series 1041? I just tried it and it didn't work for me. Although it allowed me to enter a negative number into the 1099-...
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Your answer, which I will presume was well intentioned, was not particularly helpful. I am thoroughly familiar with both Pub 590A and 590B. I am well aware of t...
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I have a client who has excess Roth contributions due to earning over the limit in 2020. The client has requested the contributions and earnings be withdrawn fr...
