Help - Backdoor Roth Conversion - 2025 Taxes already filed

[ASBUS1]

Hello,

I opted to do a backdoor Roth conversion and am unclear on whether or not I need to amend my tax filing or do something else. Here's the info:

- Filed my 2025 taxes in February 2026 (Fully completed and paid what I owed)

- Opened a Traditional IRA on 4/6/2026 with $7,000 contribution that went towards 2025

- Converted to ROTH IRA on 4/8/2026 and moved entire $7,000 over to ROTH for 2025 

Because I just did this, I don't have a 1099-R. Do I need to amend my 2025 taxes?  Or do I just need to manually complete Form 8606 and mail out?

[baldietax]

only the contribution is reportable back to 2025 on Form 8606, the conversion is reported in the calendar year it is performed so you will get a 1099-R next year and report the conversion for 2026.

for 2025 you need to amend your return to report the contribution and the basis will carry over from 2025 Form 8606 Line 14 to 2026 Form 8606 Line 2.

see

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...

[ASBUS1]

Thank you very much! Spent a few hours after my intial post researching and this is exactly what I did. Thank you again.