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Retirement tax questions
No, you should have Form 8606 if you entered the conversion correctly for Form 1099-R code 2. Please review the instructions Step 2: How do I enter a backdoor Roth IRA conversion?
Also, make sure you click continue after entering all Form 1099-Rs and enter your basis from your 2022 Form 8606 line 14 when TurboTax asks " Any nondeductible Contributions to your IRA? "
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‎April 7, 2024
9:24 AM