@gulsheenk wrote:
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
It would have been clearer if you had completed the rollover of the IRA into the new workplace plan a few days or weeks before making the non-deductible contribution. I think your backdoor Roth will probably work when you report it on your 2023 tax return, but the fact that the new contribution came in on the same day the rollover when to your new employer makes me a bit concerned. @dmertz do you think this is going to be ok?
