So I’ll use made up numbers just to make it easy
Non-deductible IRA had $10,000
Deductible Rollover had $50,000
Work 401k had $100,000
the $10,000 from the IRA was to go (back door) to a Roth (in which case I should have had a 1099-R for the $10,000
in error, it got transferred to the rollover, which then had $60,000; $10,000 of which was non-deductible.
not knowing my mistake at the time, I moved the $60,000 rollover to my 401k. So now the 401k has $160,000; $10,000 of which was non-deductible. Once I realized, I moved the $10,000 from the 401k to a Roth (which is where it should have gone in the first place)
Anyway, my hope is to report the 10,000 since a portion is taxable earnings from the traditional IRA, and to keep my basis in check.
