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Get your taxes done using TurboTax
1. You don't need to do an amendment to your 2020 return because you didn't include the Roth rollover on your 2020 return since you were recategorizing it. If you did include it and paid penalties for the contribution then you do need to amend the 2020 return in order to fix that.
2. If you are filing married filing separate you may no contribute to a Roth at all unless you make less than $10,000
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March 9, 2022
10:28 AM