Appleby Posted May 25, 2005 Posted May 25, 2005 The IRS has issued a draft version of the 2005 form 8606. Still no mention of accounting for rollover of after-tax assets from QP. d8606.pdf Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Guest sarnold Posted May 26, 2005 Posted May 26, 2005 See the instructions to 8606 Line 2. This is where after-tax $ are reported.
Appleby Posted May 26, 2005 Author Posted May 26, 2005 Thanks sarnold Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
jevd Posted May 26, 2005 Posted May 26, 2005 Here is the IRS site for Draft forms for those interested HERE JEVD Making the complex understandable.
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