What codes are in Box 7 of your 1099-R?
If you reported non-deductible contributions in 2023, on Form 8606, when you enter your 2024 1099-R, you'll be able to indicate that the entire amount was converted to a Roth IRA in the follow-up questions.
Enter your 2024 non-deductible contributions so they get added to your Form 8606 basis from 2023.
You won't need to amend your 2023 return if this applies.
@amenocal
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
