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Deductions & credits
Thanks, Dana. So we contributed the $6,000 for 2022 after we filed our 2022 taxes, so we didn't call anything out in our 2022 taxes. She didn't have any pre-tax funds in her Traditional IRA, as we opened it explicitly to transfer to a Roth. We essentially opened the Traditional and the Roth at the same time.
March 16, 2024
9:25 AM