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"did a backdoor Roth conversion of $6k intended for tax year 2022" Conversions are reportable for the year they happen. There is no Tax Year assignment of a con...
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Are you sure this is not a Roth SIMPLE IRA? That would not be deductible through payroll or on taxes. Did you check the FICA calculations?
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This question isn't clear. Did you never compute Social Security and Medicare on your payroll for paid time off? Vacation pay is the same as any other job wage ...
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No. There is absolutely nothing about this issue that relates to birthdate being mid-year.You might be thinking of the old rule, which still used "year you turn...
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The nondeductible contribution is reported for the tax year it was assigned to. The backdoor is a conversion process and is reported for the calendar year it ha...