dmertz
Level 15
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Investors & landlords

The nondeductible traditional IRA contribution made for 2023 is reportable on your 2023 tax return (2023 Form 8606 Part I).  Nothing about the Roth conversion goes on your 2023 tax return.

 

The Roth conversion performed in 2024 is reportable on your 2024 tax return (2024 Form 8606 Parts I and II).

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