Hi everyone, in 2022, I got three 1099-r's for the following:
- IRA backdoor (traditional IRA to Roth IRA)
- 401k mega backdoor (after tax 401k to Roth 401k)
- And also rolled over a previous IRA of consolidated 401ks into my current company's 401k
I think I entered all the info correctly in TurboTax, but noticed the following on my Federal and state forms:
- Line 4a IRA distributions: Backdoor + rollover into current company's 401k with a label that says "rollover"
- Line 5a pensions and annuities: Mega backdoor 401k
Did I miss something or does that look right? I'm also assuming that form 8606 is for backdoor only.
Thanks everyone!