dmertz
Level 15

Retirement tax questions

The 2022 Form 8606 seems to show that you reported a $5,231 conversion rather than a $5,272 conversion.

 

[Disregard the following sentence, I misread the Form 8606]  The Form 8606 also shows that you made the $6,000 traditional IRA contribution for 2022 in 2023 (the result of recharacterizing a $6,000 Roth IRA contribution made in 2023), so how could you have converted the $5,272 in 2022?  Do you have a 2022 Form 1099-R showing a $5,231 distribution from a traditional IRA, presumably with code 2?