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Retirement tax questions
He will only report the non-deductible Traditional IRA contribution on the 2024 tax return. He will receive the Form 1099-R reporting the distribution and subsequent conversion to the Roth IRA in 2025 to report on the 2025 tax return. Conversions are tied to the calendar year in which they occur, not a particular tax year like the contributions.
Reporting the non-deductible contribution on the 2024 return should not have any impact on the return itself. But if you had entered information about the conversion in the 2024 return, then that could be the source of your issue.
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‎April 14, 2025
9:16 AM