- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A conversion cannot result in an excess contribution to the Roth.
If your 1099-R has 12,500 in box 1
then in order to get the correct result your 2023 Form 8606 has to show $6,500 on Line 1,
and $6,000 on Line 2.
‎February 20, 2024
11:14 AM