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How do I report Backdoor Roth, and a rollover from 401K to Traditional IRA to fidelity in TT using PRO RATA rule. Backdoor was first, and then rollover later in 2023.
I received 2 10099-R from Fidelity, Backdoor and rollover amount. No balance in Traditional IRA prior to 2023.
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‎February 8, 2024
2:31 PM