dmertz
Level 15
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Retirement tax questions

When entering the traditional IRA contribution, be sure to answer No when asked if you "switched" (recharacterized) the contribution to be a Roth IRA contribution instead.  The Roth conversion is entered separately by entering the From 1099-R that reports the distribution from the traditional IRA.

 

Also, to be eligible to make a traditional IRA contribution you must have sufficient compensation on a W-2 of from self-employment to support the contribution.

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