AmyC
Expert Alumni

Get your taxes done using TurboTax

Your 1099-R for the traditional rollover will have code G for the nontaxable rollover. Probably, your 1099-R will have code H for the rollover into a ROTH that is non-taxed. Once you get the forms, we can revisit what needs to be done.

 

The 8606 is filed every year that you have a nondeductible basis in an IRA at the end of the year, on 12/31.

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