@SoCalJake wrote:
2020 backdoor roth ira conversion. Numbers don't seem to be populating on the forms correctly.
For instance:
1040: Contribution amounts being displayed on line 4c as a "pension and annuity" distribution.
This doesn't seem correct.
That is not correct. You can only do a backdoor Roth with a Traditional IRA distribution that must have the 1099-R IRA/SEP/SIMPLE box checked. That is what puts it on the 1040 line 4a & 4b.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
