DanaB27
Expert Alumni

Retirement tax questions

The pro-rata calculation is correct and you can see the calculations on Form 8606 or the Taxable IRA Distribution Worksheet.  

 

You will have a $1,500 basis to carry over to 2023.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post