In 2024 I converted 11k from traditional IRA to my Roth account. My brokerage 1099R only shows total distribution amounts, not a conversion number. I did not pay tax on the conversion because I will have a larger tax return then the tax on the converted funds. On the conversion, only positions of stock were transfered, not converted to cash & cash moved to Roth. Form 8606 seems to be the proper form, does part 1 have to be filled out or only part II. Which lines would I list the 11K & zero tax amount.
Thank you,
Bill
