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Get your taxes done using TurboTax
Thank you. That worked. Awesome!
BUT I am concerned that I did not indicate on my 1040-2019 that the taxable funds were converted into my Roth that year. Does that mean I have to keep using that 2019 basis going forward? Should I amend my 2019 return to show that? If so, I am not sure how to do that, since I could not figure it out even with a lot of help last year. TT this year has a blank for conversions, but I never found one last year. And, how would that amendment affect the 2020 filing, if at all? I guess this whole thing shows that one should not try to get around the rules via a backdoor!
May 8, 2021
1:39 PM