Get your taxes done using TurboTax

Please see transaction dates below for 2022 contribution in 2023. I do not have a 1099 form as I contributed to my traditional IRA account a couple of days ago in 2023. 

3.You transferred or rolled over the pre-tax IRA at Fidelity into the workplace plan of your current employer.

Transaction date :  3/21/2023

4. You made a $6000 non-deductible contribution to a traditional IRA in February 2023 but designated it for the 2022 tax year. 

Transaction date :  3/21/2023

5. You converted the $6000 IRA to a Roth IRA in February 2023 (a "back door Roth conversion".)

Transaction date :  3/22/2023

 

Yes, my tax return includes form 8606-T 

 

I hope this helps, 

Gulsheen