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Get your taxes done using TurboTax
Hello - this was very helpful but I am wondering if you can provide instructions on what to do in the previous year. So I contributed to a Traditional IRA and converted to a Roth for tax year 2022 but I did it between January 1, 2023 and April 18, 2023 so I don't have a 1099-R for 2022. Can you provide step-by-step instructions for the online TurboTax for that scenario? And what my 1040 and 8606 should look like? Thanks!
March 10, 2023
11:22 AM