LLC3
Returning Member

Retirement tax questions

The $6500 might be off. I contributed up to the limited amount based on my age.

1. My contribution for 2021 was after-tax money.

2. I haven't rollovered my prior IRA balance into the 403B account at my new employer. I wasn't aware of the IRA rules. I plan to do this in 2023.

3. I made my 2022 contribution together with my 2021 contribution before 4/15/2022. Both are after-tax money. 

4. I rollovered the traditional IRA to a Roth IRA about a week after contribution.

5. Are you asking  all traditional IRA accounts as of 1/1/22? Let's say x dollar amount.

 

Thank you!