In the year 2023 I contributed $5000 to my Roth IRA until I realized that my income was now over the limit. Certainly grateful to have this problem.
I have recharacterized my Roth IRA (along with the gains) to traditional IRA, contributed $1500 to the new traditional IRA to max out my 2023 contribution, and converted the traditional IRA to a Roth IRA (backdoor roth). Since I did all this in 2024, I will not be getting a 1099-R.
Am I required to report any of this on my 2023 tax return? If yes, how do I do so in Turbotax?
