- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Conversion letter for form 8606
I had a non-deductible IRA and converted it to a Roth within the same year (Back Door Roth). Form 8606 is not required in this case but a letter explaining the conversion is. How is that filed if I want to file electronically? Do I send in the letter separately and if so, how do I reference the filed return?
March 5, 2024
1:22 PM