- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
On the form 1099R if you leave the line for (2a) Taxable Amount blank, and check Taxable Amount not determined, this will then bring up all of the necessary screens for you to show what actually happened. You still have to complete the form 8606, but don’t put in anything for a “contribution” as what you have is a “conversion”. This will then shows up in the completed form 8606 in the correct place “Part II 2018 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs”.
June 1, 2019
12:41 AM