qbteachmt
Level 15
3 weeks ago
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OP told us: "the contribution was not made from 1/1/25 to 4/15/25"
Both actions were taken in 2024, apparently.
The two worksheets send data to the forms. Do the IRA worksheet, the 1099-R worksheet, checkmark that it's rollover/conversion and then look at Form 8606.
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Don't yell at us; we're volunteers