csanchez
Level 4
07-27-2021
06:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This link was very helpful - thank you.
If client wants to withdraw all earnings & close the account, will prior year earnings be taxable if 5329 has been filed for those years & excess contributions have been withdrawn? Just still not clear if earnings are taxable & if so in year received or earned?