DaveF1006
Employee Tax Expert

Retirement tax questions

it depends on several things.

  1. What kind or rollover is it. From what type of retirement account is being rolled over to the traditional IRA?  Is it a Roth account that is to be recharacterized as a traditional IRA?
  2. Because line 4 represents contributions recharacterized but not converted to a Roth Ira?
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