Inform the receiving Roth custodian that the contribution is a conversion so they can report it correctly on Form 5498. Otherwise, even if you tell them it's a rollover, they won't know if the funds came from another Roth IRA or from an employer plan.
A conversion contribution is specific to funds coming from a TIRA distribution.
A conversion contribution is specific to funds coming from a TIRA distribution.
Statistics: Posted by Alan S. — Wed May 22, 2024 5:49 pm — Replies 16 — Views 789