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personal financeTaxes
#RI-69ba7076·4 months ago·
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Using Cash App Taxes for backdoor Roth

Unexpected taxable event triggered by recharacterization

What I wish I knew
"How to correctly report backdoor Roth in Cash App Taxes"
If I could tell you one thing
"Double-check tax software for backdoor Roth rules"
0
8/10
Clear regret.
The downsides outweighed what was gained.
SettledMixedSevere

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personal finance Category
370
personal finance decisions logged. Avg regret 3.8/10 across the category.
Same Outcome Band
25%
of personal finance decisions land in the severe band the same as this one.