saket1906
New Member

Retirement tax questions

You're correct. In the Deductions and Credits section,

- Under 'Tell Us How Much You Contributed' - I mentioned the entire value of 2023 megabackdoor roth, 2024 mega backdoor roth and 2024 backdoor roth. 

- Then in 'Any Nondeductible Contributions to xxx's IRA? in prior years, I put in the 2023 megabackdoor roth value under xxx's Total Basis as of December 31, 2023. This value is from form 8606 or 1040 in 2023 tax returns 

 

This workaround worked wonders! Thanks a lot!

View solution in original post