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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
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‎April 7, 2024
8:37 PM