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JeffJaeger2007
Returning Member

If you do a Roth Conversion from a Traditional IRA do you have to file a Form 8606?

 
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2 Replies

If you do a Roth Conversion from a Traditional IRA do you have to file a Form 8606?

Complete 8606 only if you have made non deductible contributions to your traditional IRA. 

dmertz
Level 15

If you do a Roth Conversion from a Traditional IRA do you have to file a Form 8606?

Roth conversions from a traditional IRA must always be reported on Form 8606 Part II whether or not you have basis in nondeductible traditional IRA contributions.

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