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Retirement tax questions
You definitely need to amend to be sure your cost basis is all collected to your Roth. You should have received a 1099-R when the money was moved to the Roth IRA. Also be sure to file a form 8606 if necessary.
If you already filed your returns and you need to amend or change them you can use the links below to get started:
Your tax return shouldn't really change if you did not deduct your traditional IRA contributions. If that's the case I probably would not amend at this point. You can file the 8606 alone and sign it.
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‎February 26, 2024
12:58 PM