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!