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1099R confusion | Backdoor Roth | forgot to file form 8606
For 2022 tax year, I made a $6,000 traditional IRA contribution and did the Roth conversion in February 2023. I also made the $6500 contribution for 2023, and did roth conversion in same year.
My 1099R reads a total of $12,500. After filing this info on turbotax, I see that I have an IRA distribution of $6000 (which was the contribution i made for 2022).
Seems like the issue is that i didnt fill out a form 8606 last year.. Any suggestions on how to get this resolved
March 31, 2024
3:55 PM