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Get your taxes done using TurboTax
This all happened in 2023, correct? I believe that if you convert the remaining $1 now, that will take care of it, since it all gets reported together on your 2023 tax return. (This also assumes that the $6501 was your only funds in any traditional pre-tax IRA. If you have other traditional IRA funds, even with a different broker, we need more details.) And in the future, try specifying that you want to convert "100%" rather than a specific dollar amount.
‎November 15, 2023
7:03 AM
915 Views