Roth Conversion into existing Roth IRA account - accounting

[a60dan]

I recently reviewed my tax returns to determine my current “basis” for my single Roth IRA.

Much to my dismay I learned that in 2019 the basis data in Turbotax did not transfer from 2018.

I’m paying more attention on my 2021 return and correcting the basis to reflect all contributions.

I also re-learned that Schwab can’t tell me beyond 10 years what the contributions were or when I opened the account 🤦*♂️. So much for saving tax supporting documents for only 3 years.

Anyway, I noticed the TurboTax worksheets track 5 years of conversions each year. If I pay more attention to that worksheet going forward, I think it will help me estimate the damage I might do [emoji2]