clayms1
Level 1
03-16-2021
07:36 PM
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I did speak with the Client who confirmed that the 401k conversion to Roth IRA should be taxable. But, even as I read the codes for 1099-R, I do not find an appropriate code to use for this conversion. Form 8606 appears to be used when converting Traditional IRA funds to an Roth IRA. Is it appropriate here?