nolanm
Level 4

Hi all

I have a client who did 2x back-door Roth contributions in 2020. He earns too much for regular Roth contributions, He contributed twice after tax to an IRA, then rolled $6k into a Roth in May, and $6k into a Roth in December, 

I now have 2 x 1099's showing the distributions from the IRA's in 2020. 

I can enter the 1 x $6000, and designate it as a back door to make it not taxable. 

What do I do about the 2nd contribution made in Dec 2020, and the 2nd 1099.

Thanks for the help

Nolan Menachemson 

 

 

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