RobertB4444
Expert Alumni

Retirement tax questions

That Roth conversion is a tricky business.  You are absolutely correct that you shouldn't have been taxed on it.  So now you have a little more work to do when you amend the return.

 

First, you need to delete the 2022 entries for your IRA deposit, withdrawal and conversion.

 

Second, follow these steps in order to enter the conversion properly.

 

Third, enter the fact that you withdrew the excess contributions.

 

@spacemoose 

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