vstronge
Level 2
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Wow!!!Thank you so much - not only for helping me calculate the correct amount owed, but helping me learn about this process along the way. On my final set of c...
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Here's the data! I tried to do this myself but got a different answer every time. I have a new calculation but would love to make sure it's correct. No distribu...
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You're right - after I posted this, I reviewed the 8606s and realized there were some mistakes. It gets even more complicated.Where I am now: for 2019, I have a...
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I "prepared" all of the 8606 documents from 2015 to 2020. I can convert $16,740.07 of the funds in my traditional IRA to a roth with no tax owed. Converting the...
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I've now realized I didn't file 8606 forms for 2015 and 2016 (I started contributing to traditional IRAs and converting to Roths in 2015). In 2017, I worked wit...
Activity Feed for vstronge
- Cheered Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions for dmertz. September 18, 2019 4:47 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 18, 2019 2:26 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 18, 2019 12:34 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 16, 2019 4:24 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 16, 2019 12:20 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 13, 2019 12:34 PM
- Cheered Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions for dmertz. September 13, 2019 12:06 PM
- Posted Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 13, 2019 10:32 AM
- Cheered Re: Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions for Critter. September 13, 2019 10:09 AM
- Posted Backdoor Roth IRA conversion of 3 years non-deductible traditional IRA contributions on Retirement tax questions. September 9, 2019 10:41 AM