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Retirement tax questions
Thank you so much DanaB27. I've been trying to figure this out for days. Had a similar situation. Added $6500 to IRA and the next day moved it to Roth IRA, in 2023, to try and do the back door Conversion. Then to find out there was a small amount of 401K money that was in my Traditional IRA, so couldn't do the backdoor. Tried unsuccessfully thru my broker, to move it back to my IRA but was told I couldn't. Anyways, I knew form 8606 had to be filled out in TurboTax, but couldn't figure out how to answer the correct questions. Thanks again for your help and to the person that originally asked the question!
March 21, 2024
10:39 AM