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Retirement tax questions
Vanguard has to accept your designation of your contribution as for 2022 up until Oct 16 because IRS has extended the deadline for IRA contributions.
You should confirm with TurboTax Vanguard that they did that according to your instructions.
You have one business day to get them on the phone and confirm they asssigned to the year you wanted
If your contribution is for 2022, report it on your 2022 tax return and tell TurboTax you do not want a deduction.
That will generate Form 8606.
The conversion goes on your 2023 tax return.
If Vanguard screwed up, it will all go on your 2023.
It doesn't really make any difference either way.
‎October 14, 2023
3:53 AM