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Retirement tax questions
I apologize for taking up so much of your time with my questions, which turned out to be me making something out of nothing! I re-read the earliest response to this string of questions, and I realized it was telling me the fact that I was using funds from a traditional 401(k) for my backdoor conversion to a Roth meant I didn't need use form 8606, which is for IRAs and not 401(k)s. Therefore, TurboTax handled it correctly even though it looks strange on the 1040 form with the word "rollover" typed in on line 5(b) and not the amount of the rollover, and no other forms or supporting documentation other than the 1099-R are needed. I appreciate your efforts to help me with this. It's now all resolved.
‎February 21, 2024
5:40 PM