Search found 2 matches

by jgreenb1
Sat Mar 18, 2017 1:35 pm
Forum: Personal Finance (Not Investing)
Topic: Form 8606 - Backdoor Roth IRA
Replies: 6
Views: 1089

Re: Form 8606 - Backdoor Roth IRA

Two separate forms. Not sure how I missed that the first time through. Thanks!
by jgreenb1
Sat Mar 18, 2017 12:22 am
Forum: Personal Finance (Not Investing)
Topic: Form 8606 - Backdoor Roth IRA
Replies: 6
Views: 1089

Form 8606 - Backdoor Roth IRA

I am planning on contributing $5.5K to a traditional IRA and then converting to a Roth IRA. My wife will do the same process. We are filing our taxes as married filing jointly - do we need to fill out two separate 8606 forms or should we combine our contributions into one 8606 form?

Thanks!

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