Thanks for the response. Yes, this makes sense in practice, but the 1099 gives me the total amount moved from the Traditional IRA to the ROTH and does not discr...
Makes total sense. We always make the contributions in the calendar year. It just feels cleaner for us. Also thank you for clearing up that both the 401k rollov...
Thanks so much for the quick reply. Could you clarify your point about rollovers completed earlier the following year? Technically, we did the backdoor Roth in ...
