MadhavanS
Returning Member

Get your taxes done using TurboTax

How does it work for in-plan conversion Roth though? I contributed more than 2024 allowed limit of 69k. Since this is after tax contribution, its not extra income. How do i report it when i file the tax for 2024? Fidelity mentioned that they will send 1099-R excess form only in 2026 since they will provide the refund in 2025