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I did a backdoor roth for my wife but she didn’t realize she had money in an old rollover IRA, what to do now?
I did a backdoor roth for my wife but she didn’t realize she had money in an old rollover IRA, what to do now? Wife had an old rollover IRA from previous 401k (less than 5k) she forgot to tell me about and I been doing backdoor roths on her behalf for last 3 years. My understanding is this would violate pro-rata rule. How do I fix this on my taxes going forward? Do I need to amend my old tax returns?
submitted by /u/TheAnswerIsCytokines ...
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