About jamesolson9618

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Re: Roth Contributions and Backdoor Rollover in Same Year

Thank you. I just realized I basically asked this same question last year, and ended up resolving it the way you describe. Funny thing, memory!

jamesolson9618

Updated Jan 03, 2024
Re: Confusing Step-by-Step Instructions on Roth Conversion

Once I entered the entire amount (including taxes) as the conversion in the step-by-step instructions, box B6 on my Form 1099-R was filled in with the amount. C...

jamesolson9618

Updated Feb 06, 2023

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Date Registered	‎February 5, 2023 4:13 PM
Date Last Visited	‎February 4, 2024 3:53 PM
Total Messages Posted	4

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