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Retirement tax questions
You're right in that I can't roll over any basis, but I have read in more than one place that you can leave the basis amount in the account and roll the rest in.
Luckily, after looking over the account activity again, I discovered that the amount that was converted to Roth DID include the nominal distribution so the entire amount left in the account should actually be all pre-tax. Whew. That makes things easier.
‎October 4, 2025
9:40 AM