Here's the data! I tried to do this myself but got a different answer every time. I have a new calculation but would love to make sure it's correct. No distributions from traditional IRA other than conversions to Roth.
Goal is to determine how much of my traditional IRA i should convert with the lowest tax implications (now and future), when I should convert, and if I should resubmit any 8608 (i.e. 2017).
I am also not sure why the current value of my traditional IRA is so high. but it is invested as a single account with some other investments (Betterment) - the FMV might be lower when I get my statement at year end.
| Calendar Year | Traditional IRA Contributions | Date of Contribution | Conversion to Roth IRA | Date of Conversion | Year End Traditional IRA Value |
| 2015 | $4,500.00 | 09/03/15 | | | |
| | $940.01 | 9/21/15 | | | |
| | | | $5,407.27 | 9/21/15 | $0.00 |
| 2016 | $1,000.00 | 3/22/16 | | | |
| | $400.00 | 6/28/16 | | | $1,518.29 |
| 2017 | $3,300.00 (2016 tax year) | 2/21/17 | | | |
| | | | $4,899.94 | 3/1/2017 | |
| | $2,000.00 | 03/21/17 | | | |
| | $1,000.00 | 12/01/17 | | | $3,047.43 |
| 2018 | $2,500.00 (2017 tax year) | 03/08/18 | | | |
| | $3,000.00 | 03/12/18 | | | |
| | $2,000.00 | 10/15/18 | | | |
| | $500.00 | 2/27/19 | | | $9,652.86 |
| 2019 | $500.00 | 01/07/19 | | | |
| | $500.00 | 02/27/19 | | | |
| | $3,000.00 | 3/18/19 | | | |
| | $2,000.00 | 03/01/19 | | | $18,066.47 (current value) |
