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Retirement tax questions
Thanks @DanaB27!
I'm in the right section now but still missing something.
I enter my Roth contributions for 2024 as 0
Switch from a Roth to Traditional- No
Let us track your Roth Basis- Yes
Withdraw from Roth before 2024- No
Enter prior year Roth contributions - 0 (Note says do not include amounts converted from a traditional IRA)
Tell us the years- 2020,2021,2022, 2023
(Each year non taxable converisons full $6k amount, 0 for taxable)
Due to divorce- No
Excess Roth contributions- No
And nothing changes on line 24 in form 8606. I'm not seeing a ROTH IRA worksheet in my turbotax forms and I have one from 2023 in my return, so maybe I made an error else where?
THANK YOU SOOOO much @DanaB27!!!!
‎April 11, 2025
8:30 PM