Does IRS require us to show Backdoor Roth balance (including gain/growth) when we file f8606? We plan to file f8606 retroactively starting first year of 2003? Talked to 3 CPAs. 1st one didn't know how to do it, 2nd and 3rd conflicted each other. One said no taxes on gain/growth since the account is exclusively for Backdoor Roth (after-tax contributions). The other one said IRS may ask the balance of each year. No way for us to get the info of the balance for 16 years ago.
We NEVER convert the contributions to Roth... We thought we just waited for the year we are ready to retire.
Can you or someone who has experiences dealing the mess like ours help us?
Thank you... hugmonica
