dmertz
Level 15

Retirement tax questions

With regard to this, no distribution occurred in 2022 for you to report on your 2022 tax return.  The only thing you will report on your 2022 tax return is the $6,000 you will be making for 2022.  Presumably this will be a nondeductible traditional IRA contribution, so the contribution will appear on line 1 of your 2022 Form 8606, propagating to line 14.  Line 14 of your 2022 Form 8606  which will carry forward to line 2 of your 2023 Form 8606 where it will be applied against your 2023 Roth conversion.

 

None of the questions you asked apply to this situation.