dmertz
Level 15

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The rollover from the defined benefit plan to the traditional IRA in 2013 did not result in anything reportable on your 2013 Form 8606 and would not have resulted in any change to the information on the IRA Worksheet that needs to be carried forward.

 

If you did not make any after-tax contributions to the defined benefit plan, the rollover had no effect on your basis in nondeductible traditional IRA contributions.  In the unlikely event that you had made after-tax contributions to the defined benefit plan, the after-tax basis that was rolled over from that plan to the traditional IRA becomes reportable, with explanation, by an adjustment to line 2 of Form 8606 the next time you have reason to file Form 8606, which is apparently the 2023 Form 8606.