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Subject:  Re: Traditional IRA to Roth Conversion Date:  12/21/1999  5:17 PM
Author:  davehartz Number:  1037 of 20599

Assuming that any taxes paid on conversion can be deducted from Estate Taxes; who, pray tell, is going to be able to determine, in reality, what taxes were paid and be able to find the documentation?

To think that an executor will be able to do that is asking for a lot. To think that the decedent kept records that show the details is wishing for a lot.

In reality, people do not keep very good records. Some, with a lot of wealth, that hire professionals, probably have a 50/50 chance of leaving organized financial records.
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