Not sure if anyone could point me in the right direction on which forms I need to mail to the irs.
I set up an ira facilitated by a credit union through a large brokerage. This was my set it and forget it investment with contributions monthly, thus why I never checked for sure whether it was a traditional or a roth. I told the credit union financial advisor I'd like a roth because I already have a 401k which will be taxed later and I wanted to diversify my investments through different tax advantage accounts.
Well, I finally logged onto check it after 5 years and I've been contributing to a traditional, (on my taxes I've reported roth.) So I've been amending the taxes, and just want to know which pages that need to be sent in for changes to an ira contribution. Thank you for any help.
Submitted April 04, 2021 at 08:00PM by capta1npryce https://ift.tt/3sPCGal
