Help! GladlyBefuddled! IndeedDid I make a major mistake? Attempting to streamline & simplify my portfolio, I closed out a Roth MM held less than 5 years as it held only $39.72. I don't know where your wires got crossed, but it's likely that this will not affect your tax bottom line at all. Start by reviewing the ordering rules for Roth distributions in Chapter 2 of Pub 590. Then Check out Part III of Form 8606, where you report this distribution.PhilRule Your Retirement Home Fool
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra