saket1906
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You're correct. In the Deductions and Credits section,- Under 'Tell Us How Much You Contributed' - I mentioned the entire value of 2023 megabackdoor roth, 2024 ...
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I checked the option - I converted some or all of it to a Roth IRA when asked with the question -"Tell us if xxx moved the money through a rollover or a convers...
Activity Feed for saket1906
- Posted Re: I have mega backdoor roth for 2023 (already filed) and 2024 and backdoor roth for 2024. The 1099 R generated includes all, causing an excess traditional IRA contribution. on Retirement tax questions. March 19, 2025 2:05 PM
- Posted Re: I have mega backdoor roth for 2023 (already filed) and 2024 and backdoor roth for 2024. The 1099 R generated includes all, causing an excess traditional IRA contribution. on Retirement tax questions. March 19, 2025 1:35 PM
- Posted I have mega backdoor roth for 2023 (already filed) and 2024 and backdoor roth for 2024. The 1099 R generated includes all, causing an excess traditional IRA contribution. on Retirement tax questions. March 19, 2025 1:18 PM