- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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!
March 19, 2025
2:05 PM