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After you file
1. Yes. If you make the conversion in 2023 then it will be reported on your 2023 tax return.
2. and 3. Yes, you need to file a 2022 Form 8606 to report the nondeductible traditional IRA contribution for 2022 (Basis). You will have the basis on line 14 of the 2022 Form 8606 and this needs to be entered on your 2023 tax return when you make the conversion in 2023.
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‎April 18, 2023
12:57 PM