Скачать или смотреть Why You NEED Form 8606 for Your IRA!

Want a clear, 2025-specific checklist so your Backdoor/Mega Roth paperwork is right the first time? This shows the exact forms, how the dates line up, and what to save for tax filing.

You’ll learn:
• Form 8606 - track nondeductible IRA basis and report Roth conversions (Backdoor)
• Form 1099-R - reports distributions/conversions; why direct trustee-to-trustee moves help avoid withholding and reduce errors
• Form 5498 - confirms IRA contributions and year-end values; match to your 8606 and 1099-R
• Timing - contribution and conversion can fall in different tax years; keep a clear timeline and reconcile at filing
• Pro-tip - keep statements/confirmations from your custodian; reconcile amounts before you file
• If you missed 8606 - consider filing or amending to preserve basis and avoid double taxation (follow IRS instructions)

Disclosure: Educational only-not tax, legal, or investment advice. Confirm 2025 IRS rules, official form instructions, and your plan/custodian documents; features and reporting can vary by provider.

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