Retirement tax questions


@afromca wrote:

Do i need to file 8606 with 1099-R for in plan Roth conversion? This is 401(k) Roth , and not an IRA. Turbotax is not generating 8606 after i enter my 1099-R.

 

Thanks!


No.  The 8606 is only for IRA's.

 

 

**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.**