DanaB27
Expert Alumni

Retirement tax questions

If you made a contribution in 2025 for 2024, then you cannot convert this basis in 2024 since it wasn't in your account in 2024. Contributions made in 2025 for 2024 are subtracted from the rest of the basis (see line 5 of Form 8606). 

 

Please review How do I enter a backdoor Roth IRA conversion?

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