Thanks for pointing out the box 2a having 7,000 as taxable amount. I will talk to Retirement Plan Rep tomorrow on that.
One main question, based on that:
1) Contribution made to IRA on 1/27/2020 for year 2019 from after Tax money
2) Roth conversion on 3/2/2021
since it was for 2019, do I need to complete IRS form 8606 for 2019 (i.e. to amend the return for 2019) or I just need to start 8606 from 2020?
BTW, I did same for 2020 also in 2021:
deposited into IRA on 1/4/2021 for 2020 and converted to Roth on 2/42021.
so this will be form 8606 for 2020 (or it will be next year in 2022 for Tax Return of year 2021)?
