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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.
‎July 24, 2022
8:20 PM