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Get your taxes done using TurboTax
@DanaB27 Please see token # 994303. The issue mainly with the income summary page, that shows both gross from recharacterization and roth conversion as gross income! It should only be net capital gains as the income, and no pro rata rule applies to me, and Traditional IRA balance is 0 as of 12/31/2021. Thanks again.
‎April 10, 2022
11:34 AM