I did my first backdoor roth conversion in 2025, and am struggling with how to file this as the questions online all seem to ask about 2024 and prior year's 8606, which I don't have because this is my first year doing this.
Specifically, I
1) Selected Traditional IRA checkbox
2) Is this a repayment of a retirement distribution you received?
I put "No.
3) Enter the total amount of contributions you put into a traditional IRA for 2025, even if you later transferred some or all of it to a Roth IRA.
Box 1 I put 7000. Box 2 didn't apply to me.
4) Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution?
I put "No.
5) Did you contribute more money to this IRA than was allowed in 2024 or any previous year?
I put "No."
6) Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?
Nondeductible contributions are tracked on Form 8606 in your prior year returns.
I put "No."
7) Value of Traditional IRA on Dec. 31, 2025.
I put $1, because the rest of it was moved to a Roth IRA.
That's all the options I get. The one question thaat asked me about this being a nondeductible IRA was asking about 2024... not 2025.
How are the forms for new Roth IRA conversions for 2025 having these Form 8606s created?
Thanks.
