Hello, Alan-iracritic has been invaluable in assisting and providing guidance to me this past year so thank you for that. I am finishing my taxes for the year of 2021 and I just want to make sure I didn’t mess up any steps for reporting my Inherited IRA and Backdoor Roth conversion.

Background on how I performed the backdoor Roth
– I am aware that Inherited IRA does not affect my ability to perform a Roth IRA conversion as it is not required to be reported on form 8606.
– The way I performed the backdoor roth is that I first created a Traditional IRA at my brokerage (this is my first year performing the backdoor roth) and added my yearly contribution limit ($6,000.00). I then converted that money (without having invested it at all) a couple of days later to my Roth IRA. However this whole process was done in March 2022.

1. On form 8606, I see there is a field (Line 4) which says to put the amount contributed in the year 2022 (Jan-Apr). I put $6,000.00. I just followed the rest of the directions but ultimately my form will look different than a person who performed this conversion in 2021. Does this affect how my backdoor Roth will be recognized by the IRS?

2. On Form 8606 since I performed this conversion in March 2022, I only fill out Lines 1,2,3,14. Is this correct. Do I leave all the other spaces blank or put a zero?

3. Does any of this affect recognition of a proper backdoor roth IRA. And thus not be subjected to penalties.

Inherited IRA separetly
1. I took an RMD in December 2021. I withheld around 10% in taxes as ordered by my accountant.
2. My brokerage sent me a 10-99R form to report to the IRS.
3. I just wanted to make sure that this IRA does NOT affect my Roth Ira conversion and is totally exempt from the form 8606.

Is there something that my accountant unwittingly can do by reporting my Inherited IRA that would affect my form 8606 (presumed I filled this out to reflect only the $6,000.00) Is there a different form that he would need to fill out that would negatively affect my form 8606 and thus the recognition of my backdoor Roth?

Finally, is the 8606 form the only form needed to report a backdoor roth conversion?

Thank you again and to reiterate you don’t know how much this forum has helped me in this previous and very trying year. Thank you.