AnnetteB6
Expert Alumni

Retirement tax questions

If it is telling you that your income is too high to make a deductible contribution to your Traditional IRA, then you should be in good shape.  The contribution will be non-deductible.  For good measure, check to be sure the amount shows on Form 8606 line 1.  

 

There should be nothing entered in your return with regard to a Roth IRA contribution.  That will be handled next tax season with the Form 1099-R issued for the conversion.  

 

@rhziegler 

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