@DanaB27 @AmyCGood news! I received my corrected 2022 1099-R showing the 8J distribution code and the correct gross and taxable amount on the excess contributio...
@DanaB27, @AmyCI think this may be workable, but please give me some time to digest it fully. After the weekend I will try again to speak to a real person at Fi...
Hi @DanaB27,Thank you for your prompt reply! I do need some clarification, though, regarding the statement that I “only had to remove the earnings for the 2022 ...
Thanks for the feedback.My question was more directed to why the program generated things such things needlessly.I noted that my withholding was adequate to cov...