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Retirement tax questions
If the traditional IRA contribution was made for 2022, it needed to be reported on your 2022 tax return. If nondeductible, that reporting would be on a 2022 From 8606. If the contribution was made for 2023, the traditional IRA contribution would need to be reported on your 2023 tax return on Form 8606. In either case, do not say that you "switched" (recharacterized) contribution.
The Roth conversion is reportable on your 2023 tax return, Form 8606.
March 25, 2024
4:26 AM