LLC3
Returning Member

Retirement tax questions

I just found out that I actually filed 8606 for my 2021 tax return. So this step is done.

I have one more question: Since I haven't done the third step (to rollover the IRA that contains the old 401(k) into my new 403B) until now. Do I need to pay tax for the backdoor ROTH conversion from non-deductible IRA when I file my 2022 tax return? Thank you!