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Retirement tax questions
I have 3 2020 1099-R forms. I assuming I should delete them all and start over. What order should I enter them?
- Shows the recharacterization of the ~$1000 from ROTH to Traditional (for 2019, done in 2020)
- Shows the backdoor conversion of ~$6000 from Traditional to ROTH (of 2019 contributions, done in 2020)
- Shows the mega backdoor ROTH conversion of money in my 401k (of 2020 contributions, done in 2020)
March 28, 2021
7:25 PM