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Retirement tax questions
Just asking, that would be another reason for needing the 8606 form.
If you did a Traditional IRA to Roth conversion in the past, a 8606 form with part II filled out was required to be filed with your tax return. If you used TurboTax and properly reported the 1099-R as a conversion, then the 8606 should automatically have been part of your tax return.
If you did a Traditional IRA to Roth conversion in the past, a 8606 form with part II filled out was required to be filed with your tax return. If you used TurboTax and properly reported the 1099-R as a conversion, then the 8606 should automatically have been part of your tax return.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
7:36 PM