- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Partial IRA Conversion to Roth and regular withdrawal from IRA
I withdrew money from an IRA and also converted some money in the same IRA to a Roth IRA. I paid taxes on both when this took place in 2025. I also received the 1099-R for these transactions. Am I required to submit form 8606 when I do my taxes? If yes, will Turbo Tax Premier catch this and fill out/submit the form for me when I do my taxes like it does all other submissions?
Topics:
Wednesday