rwdflynavy
Recycles dryer sheets
Hi All,
TLR - Need to find out my non-deductible Trad IRA contributions back to the early 1990s.
Several excellent threads on this site about Traditional to Roth conversions have me doing my research.
One thing that has come up is non-deductible Traditional IRA contributions I've made over the years.
Because I was in the military during all my Trad IRA contributions, they were all non-deductible since my W-2s were always marked that I was eligible for a pension. This was despite the fact that for my first 19 years in the military I was not eligible at all and only "vested" when I hit 20.
Now I'm trying to figure out how to determine all those contributions (I've moved that IRA account several times) and see how that will impact my plan to convert to Roth over the next few years.
I've gone on the IRS website and it offers pdfs of my tax returns back to 2012 but I'm not sure how to go back to the early 90s when I would have made my first contributions.
Anyone here been through this and have any advice? @Nords
TLR - Need to find out my non-deductible Trad IRA contributions back to the early 1990s.
Several excellent threads on this site about Traditional to Roth conversions have me doing my research.
One thing that has come up is non-deductible Traditional IRA contributions I've made over the years.
Because I was in the military during all my Trad IRA contributions, they were all non-deductible since my W-2s were always marked that I was eligible for a pension. This was despite the fact that for my first 19 years in the military I was not eligible at all and only "vested" when I hit 20.
Now I'm trying to figure out how to determine all those contributions (I've moved that IRA account several times) and see how that will impact my plan to convert to Roth over the next few years.
I've gone on the IRS website and it offers pdfs of my tax returns back to 2012 but I'm not sure how to go back to the early 90s when I would have made my first contributions.
Anyone here been through this and have any advice? @Nords