Roth Conversions

Discussion List

• Form 8606 needed to report Roth IRA Conversion

  Answered 13 views 1 comment 0 points Most recent by CoryF April 25Retirement Income
• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 98 views 1 comment 0 points Most recent by DaveT March 28Retirement Income
• Line 1 of 8606 empty

  Answered 121 views 6 comments 0 points Most recent by protossor March 11Filing my taxes
• Basis with Backdoor IRA Conversion

  Answered 52 views 1 comment 0 points Most recent by kiarab March 4Filing my taxes
• On 1099-R form "Did you roll over this distribution to a Roth IRA?" What if yes and no?

  Answered 125 views 2 comments 0 points Most recent by MelbaUSA February 27Income
• Backdoor Roth Conversion filing issue

  729 views 2 comments 0 points Most recent by conrad January 22Income
• 1099-R Question For A Roth IRA Rollover Conversion

  840 views 1 comment 0 points Most recent by GeorgeM January 17Filing my taxes
• What counts as a contribution to roth IRA?

  Answered ✓ 306 views 7 comments 0 points Most recent by KristineS December 2024Retirement Income
• Traditional to Roth IRA conversion

  Answered ✓ 348 views 9 comments 0 points Most recent by GD1982 December 2024Retirement Income
• Roth rollover and 5-year rule

  Answered ✓ 36 views 1 comment 0 points Most recent by JulieO December 2024Retirement Income
• Raising AGI to contribute more to charity

  Answered ✓ 45 views 1 comment 0 points Most recent by cdkirchn22 December 2024Situation & Life Changes
• Best timing for a Backdoor Roth?

  Answered ✓ 158 views 1 comment 0 points Most recent by MatthewD November 2024Retirement Income
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 2.4K views 1 comment 0 points Most recent by Henry April 2024General
• Backdoor Roth Filing Issue

  Answered 364 views 1 comment 0 points Most recent by kiarab March 2024Filing my taxes
• Converted traditional 401k to Roth 401k; how to handle W4?

  Answered 518 views 7 comments 0 points Most recent by MatthewD January 2024Income
• Filing Taxes with 1099R and 5498

  Answered 3.2K views 1 comment 0 points Most recent by rachels January 2024Filing my taxes
• If my IRA grew from $6000 to $6500 by the time I converted it to a Roth, can I still contribute $500

  Answered ✓ 146 views 6 comments 0 points Most recent by atrlau December 2023Retirement Income
• Is there a way to "test" a Roth Conversion for the marginal tax rate it is creating?

  Answered 88 views 2 comments 0 points Most recent by tony73 December 2023Situation & Life Changes