Deductions & credits

@fpho16 - not positive, but I think this should be $6500 - and not 0. 

 

** I was asked for my IRA Basis from form 8606 from my 2023 return as of Dec 31st, 2023 - I entered 0

 

technically, you did the Trad contribution in the 2023 tax year (albeit you made the contribution on April 14, 2024), but you did the conversion in 2024 tax year. So on 12/31/23, the Trad balance was $6500.