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Retirement tax questions
You don't include any of the Roth amounts as part of the conversion. That amount is considered a Roth contribution effective 2017. The original contribution has a basis of $1000; the growth on that amount does not increase the basis. The conversion of the other IRA amounts in 2018 add to the $1000 basis. Those amounts do include the growth, because the growth is taxable at the time of the conversion.
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‎June 6, 2019
1:18 AM