- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
see steps here - the contribution is backdated to prior tax year but the conversion is reported in the calendar year it is made once you have the 1099-R. The contribution will be reflected on Form 8606 Line 1 and 14 which will carry over to your 2026 8606 Line 2 as the basis for the conversion you would report in the 2026 tax year once you have the 1099-R
Monday