If you did a clean “planned” backdoor Roth and you started fresh each year, enter zero. If you contributed non-deductible for previous years (regardless of when), enter the number on line 14 of your Form 8606 from last year. Pro-Rata Rule This is another important question. If you a...
Step 3- Paper receipts purchased at gas stations and companies cannot withstand the challenges of time. After years of storing these receipts, they may not have been available if needed for an IRS audit. So for all kinds of investments, tax returns, expenses, etc – you simply need to main...
whether you actually did it in 2024 or between January 1 and April 15, 2025. You also report the conversion to Roth *during* 2024, whether the contribution was made for 2024, 2023, or any previous years. Therefore a contribution made in 2025 for 2024 goes ...
To extend a shortcut menu You can now invoke the shortcut menu extension with a tap-and-hold gesture. See Also Concepts How to Display a Shortcut Menu from an Existing Resource How to Register a File System Shortcut Menu Registration Format for Application Shortcut Menu Extensions ...
There’s no tax deduction for contributions to a Roth IRA. However, if you’re 59½ or older and first contributed to a Roth IRA at least five years ago, you can make tax-free withdrawals. If you don’t meet these requirements when you take money out of a Roth IRA,...
Add registry entries to your Windows Mobile device, that specify where you want the shortcut menu extension to appear and how you want it to behave. You can register your shortcut menu extension generically, for handling shortcut menu extensions for the file system; or you can register it fo...
I was reading through this and I realized I never got a 1099R for any of my mega-backdoors. over the years, I have been getting them for the backdoors and filing the 8606s. is this an issue? if yes, I can reach out to the custodian to issue one but would you have any thoughts...
*for* that year and your converting to Roth *in* that year. If you contribute for the previous year and then convert, you will have to report in two separate years. It’s much simpler if you contribute for the current year and then convert before December 31. SeeMake Backdoor Roth ...
Add registry entries to your Windows Mobile device, that specify where you want the shortcut menu extension to appear and how you want it to behave. You can register your shortcut menu extension generically, for handling shortcut menu extensions for the file system; or you can register it fo...
In other words, the contributions can be withdrawn at any time without penalty or taxes; however, investment earnings generated from your deposits—interest income, dividends, capital gains—must remain in the account for at least five years, and ideally, until you’re at least 59½ to avoid...