Hello,
My husband and I each contributed 10,000 to an IRA (which was immediately converted to a Roth) in 2024. On my 2024 taxes, I completed forms 5329 and 8606 for each of us. For 2025, I want to carry the 2,000 excess forward for each of us (we are over 55 so can contribute 8,000). How do I handle this for 2025? What forms need to be completed? Did I do 2024 correctly, if not what needs correcting? Thanks!
