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Retirement tax questions
Yes, you entered the IRA information and Roth conversion correctly.
Your 2022 Form 8606 will show your basis from 2021 on lines 2, 3, and 5 ($6,000). Line 13 will show $6,000 as the nontaxable portion of distribution/conversion since you converted everything. Line 14 should be $0.
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March 31, 2023
11:10 AM
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