Rollover from Traditional IRA to Roth-

[Mtax]

Hello Community

A client rolled over all funds from their Traditional IRA to a Rollover Roth Account.
This was not a conversion in the same year.

In addition to form 8606, are there any other additional form required to be filed.

Anything to look out for this kind of situation?

[kathyc2]

Rollover is only for like type; traditional to traditional or Roth to Roth. If it was a Traditional and now a Roth you have a conversion with the entire amount taxable and showing on part II of 8606.

[Mtax]

Wonderful-- Thank you Kathyc2