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IRA to ROTH IRA conversion and impact on Traditional IRA Basis and ROTH IRA Basis
In 2020, I contributed $5000 in after-tax dollars to a Traditional IRA and immediately converted $4000 to a ROTH. Am I correct in stating that this increases my Traditional IRA basis by $1000 and my ROTH IRA basis by $4000? Thank you
‎September 5, 2023
12:29 PM