Cgphinney
New Member

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?