dmertz
Level 15

Retirement tax questions

Form 8606 does not apply to this situation.  Part II of Form 8606 is only from conversions from a traditional IRA.  In the tax code the term "conversion" only applies to the movement of funds from a traditional IRA to a Roth IRA.  The tax code does not use the term "conversion" to refer to the movement of funds from a traditional account in a 401(k) to a Roth IRA.