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Backdoor Roth IRA Conversion Form 8606
Hi!
I have a quick question about my IRA conversion process. I contributed the maximum amount to my 2024 and 2025 Traditional IRA’s in January 2025. In February I converted those funds to my Roth IRA. When I was filing my taxes i realized I do not have a form 1099-R, nor do I have a form 8606.
I am a bit lost with how I should proceed in my filings. Is anyone able to help?
March 16, 2025
9:02 AM