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Retirement tax questions
Perhaps I misunderstood. I thought you were referring to line 6 of Form 8606.
If line 23 of the IRA Information worksheet includes the same money as does line 34, I suspect that the amount of Roth 401(k) contributions was mistakenly entered when asked how much was contributed to Roth IRAs for years prior to 2024. A Roth 401(k) is not a Roth IRA.
‎April 2, 2025
12:34 PM