DianeW777
Expert Alumni

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.

 

@icnewer 

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