KJM14
Level 3
03-14-2024
12:44 PM
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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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