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Retirement tax questions
I appreciate all your help! This is very helpful. All your answers made me understand that my own conversion and the conversion for my late husband should use a separate 8606.
Yes, It is really inherited IRA and rolled to Inherited Roth IRA. I have reconfirmed with the financial institution and I am receiving notice via portal that I need to distribute RMD for the year.
I will mail these 2 Form 8606 after e-filing the tax return this year.
You are all very helpful! Thank you very much!
March 26, 2023
5:11 PM