- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@DanaB27 thanks Dana, I uploaded my return Token:624818150-34545858 . Please just focus my two 1099-R forms, one for myself, one for wife, both with contribution for year 2043 and year 2024, all of them (contribution for year 2023 and year 2024 have been fully converted to roth IRA in march 2024, not other traditional IRA contribution or balance ( myself balance $2.2 dollar only). and also focus linked two form 8606, one for myself, and one for my wife. Specifically line 8 should not be blank( should be the amount which have been converted into roth IRA, line 16 should be 0 or close to 0. No need to check other forms. Thanks!
March 26, 2025
7:19 AM