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Incorrect Form 8606 2024
There is a bug for the 2024 process that I cannot get around. I have tried many ways. In 2024 January my spouse did a contribution to Traditional IRA, which corresponded to 2023 and 2024. She rolled both to Roth IRA and neither are taxable. When I fill out the form, even if I play with the basis, it says the 2023 amount is taxable which is incorrect. How do I manually edit for 8606?
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‎February 2, 2025
6:41 PM