DanaB27
Expert Alumni

Retirement tax questions

Thank you. I reviewed your token and you entered the backdoor Roth transactions correctly for you and your wife.

 

TurboTax will carry your wife's $6,000 basis from line 14 to your 2023 tax return. But it is always a good idea to verify that it does get carried over when you file your 2023 tax return next year.

 

@sr_221 

 

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