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Retirement tax questions
I see a note from @DanaB27 where your balance in 2022, due to the Roth conversion(s), should have been zero, however, since you had a remaining basis of $202 when you completed your transfers, you should enter that in your 2023 tax return from your 2022 8606.
Your value in the traditional IRA was $0 at the end of 2022 but you had a loss by the time you converted the funds in 2022 therefore you still had a basis left of $202. It must be carried over to 2023. It's not clear why it didn't transfer, but if necessary you must enter it.
[Edited: 04/01/2024 | 5:34 AM PST]
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March 30, 2024
6:47 AM