Mustapha Ratib
Level 4

The same amount, or is this is exact same funds? answer: same funds

 

if there is any other Trad IRA/SEP/SIMPLE IRA money or was this the only money, and they did a full Roth conversion of all funds not already in Roth? asnwer: Basically, every year they contribute to Traditional him and his wife then go back and convert it to ROTH IRA because they don't qualify based on their income.

Form 1099-R is evidence for money Out: question: does anytime you contribute to Traditional IRA and convert it to the ROTH IRA -like in my case- you are supposed to receive a 1099-R Form for that or that something that investement companies can skip?

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