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Retirement tax questions
You made a couple of errors here.
"Roth IRA Contribution
1. Roth Contribution -> $3200"
That's wrong, there is no Roth contribution going on here.
even though it grew to 3,585,
you contributed 3,200 to a traditional IRA and you indicate that it should be non-deductible contribution.
"I also did another $2800 from Traditional IRA to Roth IRA."
if you had a balance in Traditional IRA(s) when you started this exercise, some or all of your conversion will be taxable.
That depends on the Form 8606 from prior years.
Finally enter the 1099-R 6,385 and state that you converted it all.
May 6, 2021
10:44 PM