Thank you, fanfare.
I hired a tax service in 2014, and they calculated a basis that was out of step with, and significantly higher than, my previous returns. I did not think to question it. I had been making nondeductible contributions to a Traditonal IRA, which did not affect the taxes owed — i.e., I paid the correct tax in 2014.
In 2025, I started converting to Roth, which will require an 8606 to report the conversion — and to correct my basis.
Question: Can you share the source for your recommendation to not attach an explanatory letter unless instructed by the IRS? I’ve heard otherwise.
Thanks again.
