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jwirtz8
Returning Member

Backdoor Roth IRA conversion in 2024 for 2023

Hello.

 

I need some help with a situation regarding a backdoor Roth IRA.  I made a contribution for year 2023 to a traditional IRA in January 2024 and immediately converted it to a Roth IRA within 24 hours.  I did not receive a 1099-R for this conversion.  Is that because the contribution and conversion occurred in 2024?  Do I need to report it on my 2023 taxes and how would I do that since I do not have a form 1099-R?  Any guidance is greatly appreciated.

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