Fidelity customer service told me I can do a backdoor Roth IRA this year, but what are the exact tax form steps I need to follow so I do not mess up the pro-rata rule?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
Fidelity customer service told me I can do a backdoor Roth IRA this year, but what are the exact tax form steps I need to follow so I do not mess up the pro-rata rule?
3 real searches · 1 real-search pass
IRS Form 8606 instructions 2025 line 1 line 2 line 6 line 8 line 13 line 16 line 18 pro rata IRAGoogle ↗
OBSERVED
IRS Publication 590-A 2025 Roth conversion nondeductible traditional IRA contribution December 31 SEP SIMPLE pro rata ruleGoogle ↗
OBSERVED
IRS 2026 IRA contribution limits 2026 officialGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS Form 8606 instructions 2025 line 1 line 2 line 6 line 8 line 13 line 16 line 18 pro rata IRA OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Publication 590-A 2025 Roth conversion nondeductible traditional IRA contribution December 31 SEP SIMPLE pro rata rule OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS 2026 IRA contribution limits 2026 official OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |