Hi folks. I did a little more digging and found that my initial Roth account was actually opened in late December 2019 (not 2020) and was considered an "in flight conversion" where the investment firm knew it was going to be converted to a Roth so they simply put the funds directly into a Roth IRA. I hope this makes sense.
Anyhow, again, this was after tax funds that went into the Roth. That said, my question is, should I go back and amend the 2019 taxes for this omission and include the 2019 $7000 contribution for tax year 2019 made in 2020 after the taxes were filed?
Believe it or not, I actually am fairly well organized!
Thanks,
Robbie29
