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Deductions & credits
johnginger, when you say, "I did a trustee to trustee transfer to treat as my own IRA account this year" do you mean in 2019 or 2020? If the trustee-to-trustee transfer did not happen until 2020, you would not include the adjustment to your own basis on your 2019 Form 8606.
‎February 23, 2020
6:48 AM