arlyn
New Member

Retirement tax questions

Yes perhaps I did not use the right terminology

I had $9k in an existing "rollover IRA" that I had moved to my Roth and I knew I would have to pay taxes on that. Later I moved $7k taxed into the Rollover at my CFA'a advise to then "backdoor?" into my roth as well. Issue is both amount came on 1 1099 and its not obvious how to separate the taxable from the non-taxable in the Turbo Tax SW...