Oh yes. This is much better advice than what I said. Thanks.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.
Statistics: Posted by retiredjg — Wed May 22, 2024 8:18 pm