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Get your taxes done using TurboTax
thanks for the response...it is complicated, and according to Vanguard...because the taxable(Rollover portion) and non-taxable(Roth portion) checks both listed the account number of the Rollover IRA account..they are prohibited from transferring the Roth portion to the proper account...Vanguard reps indicated to me that initiating a Roth conversion of the entire amount in the calendar year '23....they will issue a 1099R and a 5498 for '23... and then filing a Form 8606 for the Non-deductible portion of the conversion in tax year '23 would be the be the solution to converting the non-taxable portion(formerly the Roth portion TSP)....so that seems like the only recourse at this point...thanks
May 8, 2023
3:42 PM