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I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25?
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A Roth conversion performed in 2025 will be reportable on your 2025 tax return that you prepare next year and your 12/31/2025 balance in traditional IRAs will need to be used on the 2025 Form 8606.
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