DanaB27
Expert Alumni

Retirement tax questions

The 2021 conversion should be nontaxable since you converted the nondeductible contributions from 2020 and 2021. You can check your 2021 return line 4b to make sure it was nontaxable.

 

If your 2021 return shows it as taxable, you want to review your 2021 Form 8606. 

 

If it shows as nontaxable then you can correct the entry in TurboTax in your 2024 return and enter the 2021 as nontaxable.

 

If you didn't take any distributions from your Roth IRA then this error won't affect you.

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