Guest Lonnie_parry Posted March 15, 2000 Posted March 15, 2000 I converted my IRA to a Roth in 1998 and elected to pay taxes over a four year period. This year's taxable amount needs to be included on Line 15b (IRA distribution-taxable amount). Is there an additional form that I also need to complete? If so, is it Form 8606? Thanks.
BPickerCPA Posted March 16, 2000 Posted March 16, 2000 No additional form for the '98 conversion income reported in '99. ------------------ Barry Picker, CPA/PFS, CFP New York, NY Barry Picker, CPA/PFS, CFP New York, NY www.BPickerCPA.com
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