Thanks@dmertz, looking at that worksheet helps understand where the values are coming from. That said, I'm still unable to get the form/results to be right. Her...
Hi@dmertz,I'm finishing up my taxes based on this conversation and am seeing some unexpected results, so I wanted to follow up with you one last time about if w...
Ah ok, yeah that 1/22/2020 contribution (and another $3,000 that same month for the $6,000) were for 2019 (her 2020 contributions were done throughout the year,...
Awesome, all that makes sense, thank you so much! My wife also had a similar scenario, but luckily her first contribution wasn't until 1/22/2020 (instead of in ...
Thanks dmertz, that helps a lot. The contribution was nondeductible, so it sounds like a 2019 form 8606 should've been filed (and the conversion is not taxable,...
