Return overview
Adjusted gross income445,590v3, as computedFederal tax81,962v3, as computedCalifornia tax18,874v3, as computed
FederalNot sent
CaliforniaNot sent
ExtensionFiled 14 Apr 2026 with 36,000, estimated from v2
Last year column: the 2024 return as filed (prior year). 68 lines flagged as swings by the firm's variance rule.
Form 8606
F860614 lines
| Line | v3 | Last year | Status |
|---|---|---|---|
| Nondeductible contributions for 2025F8606.1 | 7,000 | 7,000 | No open checks |
| Total basis in traditional IRAs (2024 Form 8606 line 14)F8606.2 | 7,000 | None New this year | No open checks |
| Add lines 1 and 2F8606.3 | 14,000 | 7,000 Swing +7,000 | No open checks |
| Line 3 minus line 4F8606.5 | 14,000 | None New this year | No open checks |
| Value of traditional IRAs at 12/31/2025F8606.6 | 0 | None | No open checks |
| Net amount converted to RothF8606.8 | 14,026 | None New this year | No open checks |
| Add lines 6, 7, 8F8606.9 | 14,026 | None New this year | No open checks |
| Line 5 divided by line 9F8606.10 | 1.00 | None | No open checks |
| Nontaxable portion convertedF8606.11 | 14,000 | None New this year | No open checks |
| Nontaxable portion of all distributionsF8606.13 | 14,000 | None New this year | No open checks |
| Basis carried to 2026F8606.14 | 0 | 7,000 Swing -7,000 | No open checks |
| Amount convertedF8606.16 | 14,026 | None New this year | No open checks |
| Basis in amount convertedF8606.17 | 14,000 | None New this year | No open checks |
| Taxable amount of conversionF8606.18 | 26 | None | No open checks |