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As a follow-up to this line of questioning, what if you converted a traditional ira to a roth ira (done august of 98) but don't have any 8606's from previous years? It sounds like I'd have to fill out an 8606 for this years, simply stating that I was putting money into the roth, right?


This is for my wife, who isn't good with money, and had her sister do her taxes in the years before we got
married - I was lucky to get any statements at all.

Somebody please help if you can, thanks -
jk
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