About daydreamer

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Re: CP2000 - "Retirement Income" but was converted

No, no prior balance. Only other transaction within the Traditional IRA was in 2020 with $6K moving and then back out to the Roth IRA. No contribution in 2021. ...

daydreamer

1

Updated Oct 17, 2024
Re: CP2000 - "Retirement Income" but was converted

Sorry, I thought it was 2 transactions but it was in fact just one. So that post was incorrect. I'm sorry for the confusion.

daydreamer

3

Updated Oct 17, 2024
Re: CP2000 - "Retirement Income" but was converted

@Opus 17Thank you for your help!It definitely appears that the 8606 form generated by TurboTax is not correct as it lists another $6K in line 2 and then a total...

daydreamer

5

Updated Oct 17, 2024
Re: CP2000 - "Retirement Income" but was converted

Yes, 8606 shows $6K as non-deductible (Line 1) But the form also shows another $6K on line 2 (which I think is incorrect as I have no ongoing balance in a Tradi...

daydreamer

7

Updated Oct 17, 2024

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Date Registered	‎October 16, 2024 12:52 PM
Date Last Visited	‎October 30, 2024 1:53 PM
Total Messages Posted	6

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