Looking for an accountant familiar with Roth IRA excess contributions and withdrawals, to help us complete the attached Roth IRA worksheet and Form 5329 on Turbotax 2020.
Due to a miscommunication with the brokerage, the following chain of events occurred.
2020-03-09 Contributed 6000 for FY2019 (all 6000 are excess contribution)
2020-03-10 Contributed 6000 for FY2020 (145 excess contribution)
2021-05-11 Withdrew 6000 for FY2020
2021-08-27 Withdrew 6000 for FY2019
We want to enter the appropriate information in the attached sections of Turbotax to accurately reflect the above timeline. Job candidates should confirm that they are familiar with Roth IRA excess contributions and withdrawals. Thank you.
Hi, I am a professional bookkeeper and US tax return preparer. I am doing bookkeeping and tax return preparation more than 12 years. I will do tax filings for individuals and business. In bookkeeping, I will do bank Daha Fazla