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Been there, done that. I called Chase (the number on the letter matched the one one the website). They couldn't help me and suggested I go to a local branch and...
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There's a flowchart in Pub 590B(2024 discussion starts on page 33, chart on page 34). It's not a qualified distribution but it doesn't matter since you don't ru...
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@Raj1wrote: I am not a frequent user of HSA and the related issues and read IRS Pub 969 reg HSA but could not find clear answers of the following points: Does ...
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Contributions come out first. $4,405 + $720 = $5,125 contribution basis - $4,500 = $625 remaining basis. Nothing is taxable.
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I'll bet you a shiny nickel (Hi Phoebe) that this problem will spill over into 2025. If the broker arbitrarily put money back into the IRA in 2025 then issued a...
