- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
As long as the Form 1099-R has the same amount in box 5 as is in box 1 and there is non nonzero amount shown in box 2a, there is no need to amend.
Form 8606 does not apply to an In-plan Roth Rollover.
‎July 31, 2023
4:40 PM