@Stevehofwa wrote:
One of the complications was that I would make the contribution to the non deductible IRA in the next year (prior to April 15), allowable but not a good idea because it makes the documentation confusing.
If you look at the 8606, is there a * next to line 15? If so then the calculations were done on the "Taxable IRA deduction worksheet" and not the 8606 form. While this seems to be contrary to the 8606 instructions, the IRS, on that worksheet (IRS Pub 590B worksheet 1-1) does seem to allow applying contributions before the due date the next year, to be applied to, and offset, the tax, on the current years distribution/conversion.
You might not have any problem.
https://www.irs.gov/publications/p590b#en_US_2019_publink1000230851
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
