u/DesertAntarctica

▲ 4 r/Retirement401k+1 crossposts

Previous Employer’s 401k rollover to New Employer’s 403b impact on backdoor Roth IRA, my traditional IRAs cost basis is 0

I have already done my backdoor conversion for the year in March 2026. I rolled over my previous employers 401k into the current employers 403b and since both employer retirement accounts are at fidelity I never received the check. My traditional ira accounts are all 0 in value and will remain so. I don’t believe pro rata should apply but I thought I’ll check with the think tank. Maybe I should have just left this alone but I did it and now realizing what I’ve done.

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u/DesertAntarctica — 6 days ago