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Retirement tax questions
@MaryK4 Turns out I need to submit an 8606 for 2022 and amend the 8606 basis for 2023. Can I submit a tax return for 2024 with the most up to date basis so I can expedite my Roth conversion or do I have to wait for the 2022 and 2023 basis to complete processing? IRS takes several months to process. Either way I’ll submit them ASAP, but I just want to know if I have to wait for them to be updated in consecutive order before I can submit my 2024 basis and do a Roth conversion.
January 29, 2025
7:54 AM