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@DianeW777 

 

here’s a curveball.  My wife during 2021 rolled over her pretax deductible IRA from vanguard to fidelity let’s say $10,000.   However, to the advice of my financial planner we contributed let’s say nondeductible $5000 to traditional then converted this cash amount to Roth within the same year.  This whole $5000 is now in the Roth, however the original $10000 pretax still remains in her traditional.   How does this affect reporting for TurboTax 2021?   We shouldn’t be paying any tax on the remaining amount in traditional correct?   Thank you