Sorry@MaryK4,I might have gotten confused.If it's only the one we contributed to, it should be just Traditional IRA for me (I did backdoor IRA), and none for my...
Side question@MaryK4:On the page with this question: "Tell us about your IRAsSelect the kinds of IRAs owned or contributed to for 2025".Should I answer yes even...
Thanks@MaryK4! That completely answers my confusion 🙂When I originally read the Form 8606 instructions, what made me doubt my understanding is having to add th...
Very helpful! Thanks!I saw in another thread you had answered to do this, and asked about what to do with the form I would receive next year, but you just answe...
Hey Mary.I was in a similar situation for this year (Contributed in 2025, removed the contribution in early 2026 before the tax deadline).I'm following the step...
