DanaB27
Expert Alumni

Retirement tax questions

Please be aware, if you have a balance of pre-tax and after tax in your traditional IRA then the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part. Check Form 8606 Part I for the calculation.

 

Please see How do I enter a backdoor Roth IRA conversion? for additional information.

@port63722 

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