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How can I complete a backdoor Roth IRA conversion?

Updated over 2 weeks ago

It is not possible to complete a Traditional IRA to Roth IRA conversion in the app at this time. Our Member Support team can assist with this process manually via a signed form. Please contact member support via in-app chat or email with the following information for your Roth IRA conversion:

  • Amount to convert

  • Tax withholding (if any) for state and federal

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