My situation ;
- March 2024 : I contributed T IRA $7500 and convert to Roth IRA within 1 week, which is 2023 portion.
- I didn’t report this in 2023 tax return.
- May 2024 : Receive Form 5498
- Jan 2025: Received Form 1099-R
I reviewed guide and help, but still I am confused.
Please guide steps to report in TurboTax online version.
I didn’t do backdoor Roth IRA of 2024 portion and no plan.
Some expert says in community, do not amend 2024 Tax return for this, just mail the 8606 form.
Thaks for your support
