Unfortunately, the way it works with my broker, you can't do the contribution and conversion on the same day. Sadly. So, what happened is I did them on back to back days. But with interest rates high, that generated an average balance for the month. So I did everything and thought I had a clean backdoor Roth. But interest pays out monthly. So at the end of the month, I got like 0.63 or something in interest. JUST enough to be above 0.50, so it rounds up to 1. I know it isn't that much, but it is enough to change things and mess things up for the IRS. I reported everything in TT the way I am supposed to, I think. Hopefully I didn't mess it up this year and won't next year.
@fanfare @DanaB27 @TaxDocMama @DavidD66 since it appears that Intuit doesn't notify you by email when someone replies even though the box is checked.
