I am filling form 8606 for tax year 2020 and have below question:

Line 8:

Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2020. Also, enter this amount on line 16

Does this mean only amount converted between till December 31,2020 or till tax due date April 15,2021?

I converted few dollars from traditional IRA to Roth IRA after 12/31/2020 but before 04/15/2021 so confused if I need to include that or not.

I am following Instructions for Form 8606 as well but still confused.

1 Answer 1


Not sure why it is confusing. "In 2020" means between January 1st, 2020 and December 31st, 2020.

Your conversion was completed after December 31st, 2020, and as such is not included in this time range.

  • 1
    To explain a possible confusion: you can make IRA contributions for year Y until April 15 of Y+1 (or next business day) (assuming you are eligible to contribute at all, i.e. have 'compensation') and lots of web pages, advertisements, etc. promote/encourage doing this, but you can only do conversions -- or distributions -- for Y until Dec. 31 of Y, except that you can correct an excess contribution until April 15 (or recharacterize until Oct. 15). RMDs have a different quirk; your first RMD can be until April 1 (NOT 15) of Y+1, but all subsequent ones must be by Dec. 31 of Y. Oct 21, 2022 at 2:13
  • (But you can no longer undo a conversion in Y by recharacterizing in Y+1 up to Oct. 15; that trick was repealed by IIRC TCJA.) Oct 21, 2022 at 2:16

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