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Retirement tax questions
To avoid tax on this conversion, you need to file or had already filed a Form 8606 showing a non-deductible contribution.
See Form 8606 Lines 1,2.
OR
If you took a deduction for the traditional IRA contribution, that offsets the tax, so it all balances out and there is no reason to amend.
May 8, 2025
4:06 PM