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Retirement tax questions
Yea, and this is pretty basis stuff. No new law or IRS change has modified this area at all. I see no reason that it should have been touched at all since it worked fine in the past. This is not even a form that is required by the IRS or gets sent to the IRS, it merely tracks your Roth basis which by law must be kept separate from inherited IRA's from non-spouses.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎January 2, 2021
2:14 PM