lbbrill
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Thanks so much, this is very helpful! I confirmed with Fidelty that I did not have any excess contributions for 2025. The $8, 025.88 was a prior year contributi...
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I forgot to say I imported my 1099-R which enters the $16,025.88. The software doesn't have a place to distinguish between which part was contributed and which ...
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Per Fidelity my contribution for 2025 was $8,000 but I converted $16,025.88. I believe the additional $8,025.88 was previously contributed money which had not b...
Activity Feed for lbbrill
- Got Cheered for Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right.. 3 hours ago
- Posted Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right. on Retirement tax questions. 4 hours ago
- Posted Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right. on Retirement tax questions. 6 hours ago
- Posted Re: I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right. on Retirement tax questions. 6 hours ago
- Posted I'm 51 my 1099 R is for $16,025.88. $8,000 was a backdoor Roth contribution for 2025. Part was a $8,025.88 conversion. In TT I have an excess contribution? Not right. on Retirement tax questions. 7 hours ago