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Retirement tax questions
No I think you miss understood. In 2019 I started doing the conversions from trad to Roth.. I have never had any traditional ira’s
when I filed in 2019 and 2020 it added 7k each year to the line 14 on the 8606. In 2021 it did not. The only difference in my entries was “when” I deposited the funds. In 2019 I deposited in 2020 before the filing date so it was considered a 2019 contribution.it was immediately converted to a Roth. Same for 2020. In 2021 I was able to contribute early in 2021 for that tax year? Make sense?
October 4, 2023
11:41 AM