backdoor roth mixup and confusion

During calendar year 2024, I contributed $6,500 to traditional and converted to roth the next day (before April 2024) for my 2023 contribution BUT DID NOT IDENTIFY THIS ON 2023 taxes as I finished filing my 2023 return before doing this like an idiot. So there is no 8606 form on my 2023 return.

Then, also in calendar year 2024, I contributed 7,000 to traditional and converted to roth the next day for my 2024 contribution. I am working on my 2024 taxes now. What do i need to do? Do i need to file an amended return for 2023 first?

871

Expert Alumni

Feb 22, 2025 8:54:47 AM

For 2023, you can complete the 2023 Form 8606 (Instruction 8606). The instructions will have the mailing address. You do not have to amend your return, just mail the 8606.

For 2024, you can just prepare the tax return with the 8606. You will just need to keep notes with your tax records.

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backdoor roth mixup and confusion