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.