@dmertzwrote:"IRRs are considered to be investment in the contract. Investment in the contract is the same as basis or contribution:"That statement is a bit too...
@dmertzwrote:I did some testing with TurboTax and it appears that TurboTax puts this in bucket 1. However, it's my beliefthat an amount attributable to an IRR r...
@dmertzwrote:I did some testing with TurboTax and it appears that TurboTax puts this in bucket 1.That's consistent with what is discussed in this boglehead post...
@dmertzwrote:The 2007 Treasury Decision that you referenced predates the permissibility of IRRs. Prior to September 28, 2010, rollovers from a designated Roth a...
@dmertzwrote:Upon rollover to a Roth IRA, basis in regular contributions to the Roth 401(k) becomes contribution basis in the Roth IRA and basis in IRRs becomes...
