dmertz
Level 15

Retirement tax questions

Line 7 of the 2022 Form 8606 should not show $6,000.  Your timeline shows the $6,000 Roth conversion as occurring in 2023 not 2022.

 

How did you report a Roth conversion in 2022 if you had no 2022 Form 1099-R for a distribution from a traditional IRA?