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Retirement tax questions
@mmezzone wrote:
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.)
A rollover is not a contribution. Please describe exactly what you did and what forms you are trying to enter.
ā€ˇFebruary 2, 2021
11:54 AM