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Author: whyohwhyoh Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75528  
Subject: Re: Hate Form 8606 Calculations Date: 9/15/2013 5:27 PM
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Good info/warning.

Good reason to try to keep accounts separate.

I made the mistake many years ago of moving a rollover IRA from one account to another company*. This is preventing me from rolling it back into my current 401k plan so I can cleanly backdoor a Roth IRA.

*I don't have this paperwork. I have the rollover paperwork into the original account, but no proof of the account transfer. My company accepts the rollover funds, but I need to have a clean paperwork trail. I'm still working on this.

--
whyohwhyoh
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