Any tax experts out there?

JanetRose

...what was the meaning of the big white glove?
Joined
Nov 8, 2003
Messages
3,307
I am preparing my own taxes on turbo tax so please, no mean comments, just asking a question...

I withdrew from my 401k in 2020 and at the same time continued contributing to my ROTH IRA; at the end, I made too much to contribute to the ROTH IRA.

I withdrew all the money that I did contribute but also need to claim any money I made on that ROTH IRA during 2020.

There is no 1099-DIV since it was a ROTH IRA so how can I claim on my taxes?

thank you....
 
This is not intended to be a mean comment, but please seek out a tax preparer. Do not try to do this yourself.
 

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