Retirement & HSA › F8606.18
F8606.18 · federal · F8606 line 18
Taxable amount of conversion
26
engine v3
not yet verified
⚑ IRA-BASIS · pass
How this number was built
R-8606 Form 8606 pro-rata computation.
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Backdoor Roth basis agrees to 2024 Form 8606Agrees
Basis 7,000 (2024 contribution made 02/12/2025) + 7,000 for 2025 = 14,000; converted 14,026; taxable 26. The client's answer (qa-31: 'prior basis: none that I know of') is wrong - the documents win.
Method: 2024 Form 8606 line 14 (D06 p10) and 2024 Form 5498 (D42); 2025 Form 5498 (D43) and 1099-R (D41).
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v1 · 2026-03-04: 26v2 · 2026-03-19: 26v3 · 2026-06-23: 26
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