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Conversion from 403b to roth ira does not trigger 8606 despite following all directions correctly (including "jump to" instructions)

 
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Conversion from 403b to roth ira does not trigger 8606 despite following all directions correctly (including "jump to" instructions)

That is correct.   A 403(b) does not go on a 8606.   Only Roth conversions from a Traditional, SEP or SIMPLE IRA goes on a 8606 form.

**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.**

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