dmertz
Level 15

Retirement tax questions

Form 8606 has nothing to do with a distribution from a 401(a).  Form 8606 only applies to conversions from traditional IRAs.

 

Your options were described your other thread:

https://ttlc.intuit.com/community/retirement/discussion/conversion-of-401a-to-roth-ira/01/1961043

 

Form 8606 would apply if you rolled the 401(a) distribution over to a traditional IRA, then you converted the traditional IRA to Roth.  If that was the case, you would have a separate Form 1099-R from the traditional IRA to report.