1099-R

I rolled over a 401k to a traditional IRA becasue I am no longer employed. Then I made 2 non-deductible contributions to another IRA to convert to my Roth IRA.  After rolling over the $13k I realized that I contributed too much.  The questions are as follows:

1.  Does the Rollover 401K to IRA count towards my max contributions to an IRA when calculating the non-deductible contributions? (Two different IRAs)

2.  If the Rollover counts toward max IRA contribution, what is that max amount?

3.  Do I need to remove the excess non-deductible IRA contribution or can I convert to a 2025 contribution even though I no longer work?

4. Do I need to do anything specific in Turbo tax when entering the non-deductible IRA contribution removal of the excess? 

 

If there is anything else I need to understand before entering this section, please let me know.  Thank you!

 

 

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