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Get your taxes done using TurboTax
Hi, Thank you for your reply. I did not ask IRS in 2023 to count this contribution as pre-tax money(did not ask for refund). I essencially realized that I should not contribute to Tranditional IRA, I was supposed to contribute to Roth IRA in 2023 and I did not do that. So during our tax filing time, I called Fidility and they told me to do the conversion I listed above. With this info, do you think I still need to modify my 2023 return?
Also, on my 2024 1099-R form from Fidelity, Box 7 Distribution code(s) is showing "2", IRA/SEP/Simple is "X".
Thank you for your help.
‎February 16, 2025
6:44 PM