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Should I have been charged a 6% tax on a backdoor Roth conversion? We do it every year, and 2021 was the first time this has happened?
I am wondering if this is an error in the 2021 software. There was no form 8606 (non-deductible IRA contributions) triggered in 2021, but instead there was a form 5329 (additional taxes).
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‎June 20, 2022
7:14 AM