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Retirement tax questions
"What am I doing wrong??"
"I entered a conversion amount of 8,608.15. " <--- Wrong.
The amount you converted is on Box 1 of second 1099-R.
"Here is the 2nd 1099 (the correct backdoor Roth)
Box 1 6,298.87"
‎April 30, 2025
9:18 PM