dmertz
Level 15

Retirement tax questions

Presumably the 2019 Form 8606 will have line numbering the same as the 2018 Form 8606.  Your 2019 Form 8606 will have:

 

Line 1 = $6,000 (your contribution for 2019)

Line 2 = line 14 of your 2018 Form 8606, presumably $11,000.

 

If your the total value of your IRA account(s) is $17,897.40 on the day that you convert the entire amount, the taxable amount will be $17,897.40 - $17,000 = $897.40.