Retirement tax questions


@crystalPP wrote:

Hi, we were married filing jointly. My spouse did the back door IRA conversion in 2019 as well (contribution/conversion done within the same year 2019), so our total distribution in 1040 4a is $6000, and 4b is 0. I guess that is correct, because from my side, I only made the distribution but not conversion in 2019.


I am confused now.   Your original post said you had a 1099-R with $12,000 in box 1.    Now you say that it was $6,000 for the other spouse?      What happened to the $12,000 code 2 1099-R?

**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.**