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Financial Planning / Tax Strategies


Subject:  Re: Non-deductible IRA Date:  3/20/2013  11:47 PM
Author:  skatabat Number:  118093 of 129509

Hi Phil,

Thanks for the reply. I am using Turbotax to do 2012 taxes.
Will it complete the 8606 form? The original intent was
to contribute to IRA and roll-over to Roth IRA but then
I read your Taxes2013 "cheat" sheet and realised I cannot
do the roll-over as I rolled over my previous 401K to
a roll-over IRA.

BTW thanks for the Taxes2013 Cheat sheet. Very enlightening

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