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Dealing with IRA backdoor when contributed between Jan 1 and April 18
Hi TurboTax experts. Have a new situation that I haven't dealt with before.
My girlfriend contributed the $6,000 to Traditional IRA which she then backdoor converted into Roth IRA. But, she did the contribution for year 2022, during the month of January 2023. So, she did not get 1099-R.
Do I need to deal with it part of 2022 taxes, or next year when I am doing her 2023 taxes? If this year, can you please guide me how to do it properly since I only know how to do it when you start from 1099-R and the contribution was done in the same year.
Thank you for your guidance!
Topics:
‎April 4, 2023
2:40 PM