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New Member
posted Jun 3, 2019 4:28:13 PM

Do I need to complete the 8606-t form if I am rolling over an ira account from TIAA to a new company I’m working with?

Do I need to complete the 8606-t form if I am rolling over my ira from one vendor to a new company I’m working with?

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1 Best answer
New Member
Jun 3, 2019 4:28:14 PM

You do not need to fill out a 8606 Form. 

This IRS form relates to reporting non-deductible contributions made to an IRA.  Since your TIAA is an

employer-sponsored plan, this does not apply to you.

1 Replies
New Member
Jun 3, 2019 4:28:14 PM

You do not need to fill out a 8606 Form. 

This IRS form relates to reporting non-deductible contributions made to an IRA.  Since your TIAA is an

employer-sponsored plan, this does not apply to you.