Can someone explain the pro rata rule calculation clearly for someone who has multiple pre-tax accounts while trying to fund a backdoor Roth?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
Can someone explain the pro rata rule calculation clearly for someone who has multiple pre-tax accounts while trying to fund a backdoor Roth?
1 real search · 1 real-search pass
IRS Form 8606 pro rata rule aggregate traditional SEP SIMPLE IRAs December 31 balance 401k excludedGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 1 queries…
Searches and sources
ChatGPT1 real searches · gpt-6
IRS Form 8606 pro rata rule aggregate traditional SEP SIMPLE IRAs December 31 balance 401k excluded Google ↗