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Retirement tax questions
Yes, you can make contributions to the traditional IRA for 2024. Please see IRA contribution limits and How do I enter a backdoor Roth IRA conversion? for additional information.
You should have gotten a Form 1099-R with code G for the conversion to Roth IRA:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Enter the Form 1099-R information
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "Yes"
- Say "Yes" to "Did you make after-tax contributions"
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March 25, 2025
3:40 AM