MarilynG1
Expert Alumni

Retirement tax questions

Doing a backdoor Roth conversion is a two-step process.

 

Click this link for steps on Entering a Back Door Roth Conversion.

 

  • Taxable amount should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, then the earnings would be taxable.

 

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