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Retirement tax questions
You did a conversion.
Also you did it in 2024 so it goes on your 2024 tax return.
For 2023 you tell TurboTax that you elect to make your 2023 contribution of $7,500 non-deductible.
You will have Form 8606 attached to your 2023 tax return to show that.
Do not take a deduction for your contribution.
That's all you can do for the 2023 tax season.
ā€ˇFebruary 28, 2024
11:54 PM
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