After you file

DanaB27 · ‎March 25, 2023

Please be aware that line 4 of Form 8606 only needs to be filled out if you made a conversion (or distribution) from your traditional, Sep, or SIMPLE IRA. Your conversion will happen in 2023.

Please note how it says on Form 8606 under line 3 "In 2022, did you take a distribution from traditional, SEP, or SIMPLE IRAs, or make a Roth IRA conversion?" and then if the answer is "No" then "Enter the amount from line 3 on line 14. Do not complete the rest of Part I."

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post