In January 2024 I did a back-door Roth for tax year 2023. I did not complete correctly.
A. When I checked my 2023 taxes, I do not show that I filled out a 8606 so I can mail that to the IRS, but I'm having trouble with the info needed.
B. This is the first time I'll be filling an 8606 and I don't know my Basis for IRA or Roth accounts.
C. I don't know what my original contributions were to my IRA + Roth accounts because they are old and have been transferred from Fidelity to Morgan Stanley many years ago.
I'm so appreciative on advice on this!!
