JAFO and Phil,Thanks for your replies. I know what you are saying about the 403b conversion. I'm sorry, I forgot to say that my sister-in-law stopped her 403b contributions and is currently not working at all. My brother decided to roll her 403b plan into a Roth IRA which I believe you are allowed as long as the person stopped employment, correct? Anyway, I am a little lost with the statement about the Traditional to Roth conversion, neither of them did one. Just the 2 instances I had previously stated. You did answer about reporting those amounts, they must. But, it does not affect or add to their taxable income, correct? Sorry for the maybe redundant question(s). Sometimes the hamster falls asleep to turn the wheel up in my head -LOL. Thanks again for any and all help. Tag
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