I have three common mistakes those reporting Backdoor Roth IRAs on their tax return make when using tax return software.

00:00 Intro
01:39 Forgetting to Report the Nondeductible Traditional IRA Contribution
02:58 Forgetting to Report December 31st IRA Balances
04:24 Forgetting to Report That a Roth Conversion Occurred
05:45 Conclusion

I blogged about the Backdoor Roth IRA here [ Ссылка ] and here [ Ссылка ]

I blogged about the Pro-Rata Rule governing Backdoor Roth IRAs here: [ Ссылка ]

Of course, I can't answer any questions about your particular tax return in the comments. Sorry!

This video, the show notes, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matters.

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