I'm having problems figuring out my backdoor Roth IRA conversions and reporting. I probably messed the process up and now it's made tax reporting more complicated. TurboTax support isn't giving me a straight answer.
I contributed $6,000 to my traditional IRA account, spread out in $1,000-2,000 increments throughout the year. It goes into the Vanguard Federal Money Market fund, where it typically gets converted within a week over to my Roth IRA account, then redistributed into my chosen funds.
Problem #1 - With my final contribution and conversion, I got distracted and busy towards the end of the year. The contribution to the traditional IRA occurred in 2022 but the conversion to Roth for that final amount didn't get done until 1/12/23, so it isn't showing up on my 1099-R. When I made the conversion, I realized this "mistake" but I thought it would be fine since IRA contributions are allowed up until April 15 for the previous year. Maybe that doesn't hold true for backdoor Roth conversions?
Problem #2 - At some point, I probably neglected to do a conversion in a timely manner and it accrued interest while still in the traditional IRA account. I'm not sure which time that was, but my 1099-R form shows a gross distribution of $5,005 (so clearly I picked up $5 somewhere) and that final conversion that didn't appear on the 1099-R shows $1,009 so there's an extra $9 accrued. This means that even though I contributed an even $6,000 to the traditional IRA in 2022, the total conversions is $6,015 which seems like a party foul.
Is there a simple way to straighten this out? Do I need to contact Vanguard for help? Is this a big enough deal that I should take it to a CPA and let them do all of my taxes for me?