Thank you, @dmertz @
Do you have any insight into the timeline for these actions and the overhead with the brokers?
I deposit a non-deductible $1000 into my IRA today: 03/16.
1. How many days should I expect to receive the 8606 form, within a week?
2.If I receive the 8606, I will proceed with the tax amendment using the form. What happens if I don't receive it on time?
3.I convert to a Roth IRA and report it on my 2024 taxes. Can this conversion happen before or after the amendment? That doesn't impact my 2023 amendment?
