bdavi1
New Member

Back door Roth Question

In March 2026,  I did a late Backdoor Roth contribution and need to know if I need to report it on my 2025 taxes. If so, how do I do that if I didn't receive a 1099-R?  I used my brokerage account to make the contribution first to a traditional IRA and then the funds were converted over to the Roth IRAs.  Since this was done this year, is it still considered a contribution in 2025 for the traditional IRA and do I need to fill out the 8606 form?