thtrac
Returning Member

Form 8606

I'm using backdoor IRA for 2025 and transfer money from traditional to roth account on 4/11. Just spoke with Fidelity agent and the fund wont be available till 4/14 and the tax form might not be generated on time to file the tax.

 

Does anyone know what is the best way to do this? Should i wait and file the extension to get all the tax form? Thanks!