Roth Conversions

Discussion List

• IRA Contribution Confusion

  Answered 47 views 3 comments 0 points Most recent by kiarab March 14Filing my taxes
• Removing Excess 2024 Roth IRA contribution for 2025 Tax Year

  Answered 45 views 1 comment 0 points Most recent by Taylor February 25Filing my taxes
• 401k to Roth IRA Rollover

  Answered ✓ 239 views 5 comments 0 points Most recent by Cli February 21Filing my taxes
• Form 8606 needed to report Roth IRA Conversion

  Answered 746 views 3 comments 0 points Most recent by TaxMorgan February 9Retirement Income
• How do I do a backdoor roth conversion with FreeTaxUSA?

  Answered 249 views 2 comments 0 points Most recent by pandaexpressfan_1 December 2025Retirement Income
• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 402 views 1 comment 0 points Most recent by DaveT March 2025Retirement Income
• Line 1 of 8606 empty

  Answered 172 views 6 comments 0 points Most recent by protossor March 2025Filing my taxes
• Basis with Backdoor IRA Conversion

  Answered 75 views 1 comment 0 points Most recent by kiarab March 2025Filing my taxes
• On 1099-R form "Did you roll over this distribution to a Roth IRA?" What if yes and no?

  Answered 217 views 2 comments 0 points Most recent by Melba#SAU February 2025Income
• Backdoor Roth Conversion filing issue

  1.1K views 2 comments 0 points Most recent by Conrad January 2025Income
• 1099-R Question For A Roth IRA Rollover Conversion

  1.1K views 1 comment 0 points Most recent by GeorgeM January 2025Filing my taxes
• What counts as a contribution to roth IRA?

  Answered ✓ 503 views 7 comments 0 points Most recent by KristineS December 2024Retirement Income
• Tax Form for Traditional to Roth IRA conversion

  Answered ✓ 422 views 9 comments 0 points Most recent by gd1982 December 2024Retirement Income
• Roth rollover and 5-year rule

  Answered ✓ 58 views 1 comment 0 points Most recent by JulieO December 2024Retirement Income
• Raising AGI to contribute more to charity

  Answered ✓ 41 views 1 comment 0 points Most recent by cdkirchn22 December 2024Situation & Life Changes
• Best timing for a Backdoor Roth?

  Answered ✓ 252 views 1 comment 0 points Most recent by MatthewD November 2024Retirement Income
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 3.2K views 1 comment 0 points Most recent by Henry April 2024General
• Backdoor Roth Filing Issue

  Answered 370 views 1 comment 0 points Most recent by kiarab March 2024Filing my taxes
• Converted traditional 401k to Roth 401k; how to handle W4?

  Answered 575 views 7 comments 0 points Most recent by MatthewD January 2024Income
• Filing Taxes with 1099R and 5498

  Answered 4.5K views 1 comment 0 points Most recent by rachels January 2024Filing my taxes
• If my IRA grew from $6000 to $6500 by the time I converted it to a Roth, can I still contribute $500

  Answered ✓ 155 views 6 comments 0 points Most recent by -uatrla December 2023Retirement Income
• Is there a way to "test" a Roth Conversion for the marginal tax rate it is creating?

  Answered 82 views 2 comments 0 points Most recent by tony73 December 2023Situation & Life Changes