DanaB27
Expert Alumni

Retirement tax questions

1. The nondeductible contribution will be entered on line 1 of the 2024 Form 8606. This will be carried over to line 3 and then 14. Please see Instructions for Form 8606 for additional information.

 

2. The conversion happened in 2025. Therefore, you will report the conversion next year on your 2025 tax return when you get the 2025 Form 1099-R. Please see How do I enter a backdoor Roth IRA conversion? for additional information.

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