AnnRails
Returning Member

Retirement tax questions

Thank you!  This is what I was missing...now to remember for next year...this is the 5th year I've done the backdoor Roth.  

 

"Be SURE to answer the follow up that the are choosing to make this contribution NON-DEDUCTIBLE - if that screen comes up. (DO NOT say that you moved (recharacterized) the money to a Roth) – this is a conversion, not a recharactorazition."