alexandrebfc
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To: DanaB27, thank you!Couple of follow up questions:1. Can you double check if this is making sense now? Code is1300253.2. How can I manually addIRS Form 5329o...
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Thank you!@DanaB27here's the token number1298577, can you help me figure out where I need to fix it?Thanks,Alex
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Thanks! So I still need to find out why the amount I rolled over from my Roth 401K into Roth IRA is being counted on Line 2 of Form 8606.On my 1099-R, the distr...
Activity Feed for alexandrebfc
- Posted Re: Does Roth 401k rollover to Roth IRA impact the total basis in traditional IRAs (Line 2 of For... on Retirement tax questions. April 5, 2025 7:52 AM
- Posted Re: Does Roth 401k rollover to Roth IRA impact the total basis in traditional IRAs (Line 2 of For... on Retirement tax questions. April 1, 2025 6:20 PM
- Posted Re: Does Roth 401k rollover to Roth IRA impact the total basis in traditional IRAs (Line 2 of For... on Retirement tax questions. March 30, 2025 3:50 PM
- Posted Does Roth 401k rollover to Roth IRA impact the total basis in traditional IRAs (Line 2 of Form 8606)? on Retirement tax questions. March 30, 2025 11:51 AM
- Cheered Re: That helped! Then I found these instructions based on "li... for DaveF1006. April 24, 2021 7:17 AM