dmertz
Level 15

Retirement tax questions

It's not clear why Form 8606 would be included in your 2022 tax return at all.

 

This rollover from the 401(k) that will be deposited in early 2023 should have no effect on your 2022 Form 8606.  If this rollover from the 401(k) includes after-tax basis, only the pre-tax portion should be rolled over to the traditional IRA and the after-tax portion should be rolled over to a Roth IRA.