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Retirement tax questions
Feels like this is trending towards me needing to hire someone and not being able to use TT to fix. Can't say I know where to even find a previously completed form 8606. I had zero balance in my traditional IRA at end of 2024 as it had all already been rolled over to the Roth. My best guess is that TT didn't log the January 2024 traditional IRA contribution and subsequent rollover as one for 2023, and not 2024, so the system now wants me to say that I contributed $6,500 over what I am able to in 2024 or that the $6,500 is actually gains that are taxable when neither should be the case.
‎January 31, 2025
7:35 AM