macuser_22
Level 15
Level 15

Retirement tax questions

OK - here is how it looks using your numbers on the desktop version and the 8606 form to report the Roth conversion has the $19 on line 16 & 18.    With the total and taxable amounts on  the 1040 line 4

 

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**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.**

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‎February 2, 2021 12:52 PM
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