Thank you both for replying!
@fanfare , there was no previous 8606 forms because there was no prior non-deductible contributions.
@DanaB27 , yes this is for 2023. Just to confirm: when you say " ... include nontaxable (after-tax) rollovers ... ", the $1700 falls in this category right? It never was taxed (it was pre-tax 401k contribution that was rolled over to an IRA).
A follow up question is then, where does this $1700 play a role in the pro-rata rule? There was a conversion of the $2,500 to a Roth IRA in 2024.
Thanks again!
