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Personal Investments • Re: Basis Still Showing on Form 8606 even though no money is left in tIRA?

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Now obviously my conversion shows a $0 basis left on line 14 which is accurate even though due to the rounding on the form it technically shows the non taxable amount was $12,502 when really it was $12,500. I am less concerned about this as it shows I have no basis left and the rounding is to my advantage here.
Except there is no "if the answer is less than zero enter zero" qualifier for line 14, so by the instructions it should be -2.
For my wifes 2024 form 8606 will she then just start with $1 of basis on line 2 even though there was $0 left in my wifes tIRA?
Yes. Not a problem at all.

As todd suggested, rounding to four decimal places, 0.9988, would make both forms look "as expected".

Statistics: Posted by FiveK — Sat Feb 24, 2024 6:57 pm



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