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Retirement tax questions
Awesome, all that makes sense, thank you so much! My wife also had a similar scenario, but luckily her first contribution wasn't until 1/22/2020 (instead of in 2019), so I at least won't have to refile a 2019 8606 for her.
For 2020 I made $6,000 in Roth contributions throughout the year (all within 2020), then recharacterized all $6,000 and converted that to roth for the backdoor this year (April 2021). Apologies for not providing details on that.
Thanks again for all the help!
‎April 11, 2021
1:10 PM