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Retirement tax questions
I had no deductible contribution in 2023. I already explained, I did a Roth conversion.
I also said in my original post that I paid taxes on the conversion (over $25,000), which I was not trying to avoid or reduce. I knew that was a consequence of doing a Roth conversion.
I specifically said I went back into TT and corrected the Roth conversion part of the return. What I didn't specifically say (but could be inferred) was that TurboTax generating the 8606 was the ONLY change after the process was complete. No other forms, no additional (or reduced) taxes, no line entries changed.
So at this point- what are you trying to tell me?
‎April 22, 2025
7:24 PM