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Retirement tax questions
Converting all to a Roth is not going to be tax-free unless your 2024 Form 8606 reports the total basis of $15,500 and your IRA before this adventure had no value greater than its IRA basis at that time.
@Anonymous
Reply back if you want to know how to properly amend 2023 on paper.
some have reported success e-Filing 2023 1040-X now.
March 5, 2025
5:35 PM