KJM14
Level 3

I was trying to piece together previous replies on this topic, but wanted to check on this scenario

 

I have a customer who contributed $6K to an IRA in 2022 and did a backdoor Roth IRA in 2023.  They also did another IRA contribution in 2023 for $6.5K and another backdoor Roth IRA conversion.  So she got a 1099-R for $12.5K.

I  am looking for advice on how to report this given the contribution/conversion process for the 2022 amount spans into 2023 and is reported in 2023.

thanks

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