veyron
Returning Member

After you file

Thank You @fanfare for your response.

 

For 2020 & 2021 - I checked my returns and I must have taken a deduction, as my MAGI is less than the allowed limit for Married filing Jointly. Unfortunately not sure if there is a way to validate it.

 

My rollover has both Pre-Tax (prior 401(K) rollovers) and After Tax money (from 2020 and 2021) in it and I am planning to rollover my after tax (the ones I contributed in 2020 & 2021) to Roth IRA. Only the principal amount and not any returns on it.

 

Can I still do Roth IRA conversion on 14K for myself and 14K for my wife, without amending?

 

Thank You

Veyron