https://drive.google.com/file/d/1LMRao6KsPRDU4iVekWivlh2xYG4UTeRF/view?usp=drive_link
Above link: 2024 form 8606 with some filled blocks, not sure how to fill the rest of form.
It is hypothetical question, since the tax season has passed. Below data are just example.
January 2024: I made $3000 non-deductible traditional IRA for calendar year 2023 (I did not make enough traditional IRA contribution for year 2023 during calendar year 2023). I immediately converted the $3000 to Roth IRA in January 2024.
In 2024: I made $7000 non-deductible traditional IRA for calendar year 2024. I immediately converted the $7000 to Roth IRA in January 2024.
So the total Roth Conversion amount in 2024 is $10k
How can I complete above form 8606?
Thanks.
