Retirement tax questions

Let's break this down:

• The code G rollover into traditional is not taxable so your taxable box 2 and ROTH conclusion are correct. 
• The form 8606 keeps track of your nondeductible contributions. 
  • See Who Must File form 8606. If you should have filed and did not, you should file the form for each year separately. I had to go back over 30 years with one client. The sooner you get back on track, the better. 
  • See About Form 8606, Nondeductible IRAs.
• The basis can be tracked:
  • first step - your 1099-R shows a taxable amount - if that really is in a traditional IRA -some basis established
  • Form 5498 -the broker sends when you make contributions and rollovers, see What Is IRS Form 5498: IRA Contributions Information?

I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your  carryover information, and proof of your basis in your various investments. You must keep tax records  from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards,  and basis. This can be a digital or paper notebook.