DanaB27
Expert Alumni

After you file

Yes, you can fill out a 2023 Form 8606 to record your nondeductible basis, and mail this form to your designated IRS office. Be sure to include your address on page 1 of the form and your signature and the date on page 2 of the form.

 

If you plan to make a conversion in 2024 then please see How do I enter a backdoor Roth IRA conversion? for your 2024 return.

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