Retirement tax questions


@JenNC wrote:

I see your point.  I made an after-tax 2018 contribution to my IRA in early 2019, then converted it to my Roth and closed the IRA.

 


Then when the interview asks if you tracked non-deductible contributions, answer yes and enter the 2018 8606 form line 14 amount from the 2018 non-deductible contribution that you reported in 2018 to the IRS on a 8606 form.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**