mmezzone
New Member

Retirement tax questions

Thank you for that clarification. Maybe I am asking the question wrong. When I run the review check, it keeps coming back to that form saying I have completed it wrong. Another post had suggested I should change the amount in box  2a to zero, as the full funds were moved from my traditional ira to a roth ira as a back door. It will not let me get past the audit check as is. What am I doing wrong? It taxes me on the funds if I don't move that to zero.  (tried to add screen shot, but won't let me. Box 2a in the 1098r was updated to zero.)