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kgarrard21
February 14, 2025
Question

I moved $7,000 into a roth IRA during 2025, how do I enter this information in my 2024 taxes?

  • February 14, 2025
  • 1 reply
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    1 reply

    D
    DanaB27
    February 16, 2025

    A conversion to Roth IRA that happed in 2025 is reported next year on your 2025 tax return. You will get a 2025 Form 1099-R in 2026.

     

    Please see How do I enter a backdoor Roth IRA conversion? for additional information.

     

     

    If this doesn't answer your question then please provide more details and we will be happy to help you.

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