BouncyEgg t1_jaesgr3 wrote on February 28, 2023 at 10:30 PM

Your issue is referred to as "Pro Rata Taxation."

Pay attention particularly to Screwup #5 in the Second Link.

Read this for everything you need to know about Backdoor Roth and Form 8606:

Read this list of common screwups and solutions with respect to backdoor Roth. Beware of Screwup #5.

Successful-Sample-11 OP t1_jaetgpb wrote on February 28, 2023 at 10:37 PM

Thank you. I will look into them.