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Retirement tax questions
Never mind. I found the place where I made a mistake. It was #8 in Step 2 (Enter the conversion from a Traditional IRA to a Roth IRA) - I didn't originally select "I did a combination of rolling over, converting, or caching out the money". Once I select it and entered a full amount converted to Roth IRA account, my 8606 form got generated correctly. Thank you again for your help!
March 16, 2024
12:51 PM