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Retirement tax questions
Thank you for the quick response!
> In order to correct this, don't enter the 2023 late contribution on your 2024 tax return as a contribution.
Where does this get entered so I can be sure it's not included here?
>For the 2023 tax return, you should have prepared a Form 8606
Yes, I did prepare an 8606 for 2023 tax year
> f you moved the money through a rollover or conversion. Answer that you converted (all of it) to a Roth IRA.
Yes, I already answered it this way.
Thanks again for your help!
March 9, 2025
3:39 PM