caoyidebby
Returning Member

I did backdoor Roth IRA contribution for 2023 in March 2024. What should I do in my 2023 tax return?

Hello,

 

I did backdoor Roth IRA contribution for 2023 in March 2024. I do not have any 1099-R form received.

 

I have completed the "Deduction & Credits" -> "Retirement and Investments" ->  entered the amount I contributed with Traditional IRA. Is this all I need to do for 2023 tax return filing? And I would wait until early 2025 for 2024 tax return filing by completing the 1099-R under the "Wages & Income" section?

 

Thanks