Get your taxes done using TurboTax

You must take your traditional RMD from your traditional IRA first before you do any other distribution from the traditional IRA e.g. conversion. Did you ?

This is an obscure rule that most people don't know about.

Your 401k RMD is not relevant.

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Form 8606 is an essential component of the "Backdoor Roth".

If your conversion shows taxable, you did not prepare the required Form 8606.

 

@sfowjr66