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Retirement tax questions
Per these instructions:
...I'm supposed to complete step 1 and 2. When I put everything in, including my 2022 Roth IRA contributions, it's showing that I have contributed too much for the year. It's registering the nondeductible (converted) traditional IRA contributions as a 2022 contribution, even though I'm stating it was a prior year conversion? Form 8606 and 1099-R appear to be correct.
‎January 18, 2023
3:20 PM