Thank you for the prompt reply! But I'm still confused on 3 things:
- I did not directly contribute to the Roth IRA, instead I did a mega backdoor roll over (post-tax 401k -> roth 401k -> roth IRA). Should I enter this roll over amount as "Enter Prior Year Roth IRA Contributions" ?
- I also noticed there are questions asking "Did you convert a traditional IRA to a Roth IRA before 2024" and can input "Taxable Conversions" and "Nontaxable Conversions". However, the help page shows this is about traditional IRA -> roth IRA conversions, so I'm not sure if roll over belongs to this section?
- I tried both approach and find the federal tax refund amount did get higher but by $34, instead of the penalty amount (which is $10). So I want to double check with my previous 2 questions in case the "Roth IRA contribution amount" has other side-effect.
Could you help with these? Thanks in advance!
CC @DavidD66
