I believe dmertz is correct as he knows quite a bit about this. But more simply stated, yes, the end result of your proposed action would get you what you want....
I'm the OP of this question. I too had a mix of pre and post tax contributions to my IRA and wanted to separate the two. The only way I know of how to accomplis...
My steps look a bit different. Yours are:After a few more screens,Tell us if you moved the money through a rollover or conversionselectI converted some or all o...
You're referring to Form 1040, Line 4b (under Line 4a IRA distributions). It currently reads "rollover" and has zero in the right column. Is this correct?