qbteachmt
Level 15
03-27-2021
02:45 PM
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The conversion could be part of the issue, because the 8606 is used for basis. I would review this relative to that deductible contribution.
You realize the client is sort of digging their own hole that they also are digging out of, by making a Deductible contribution and a Conversion? At this point, they might want to make only Roth contributions.
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