DanaB27
Expert Alumni

Retirement tax questions

1. Yes your Form 8606 entries look correct. 

Yes, the $1 difference was caused by rounding when the pro-rata rule was applied because of the $0.66 cents left in the account.

 

2. Yes, is correct for the question if you convert all of the amount from box 1 of your Form 1099-R to Roth IRA.

 

@ales01 

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