Proportionate rule for ROTH conversions

Submitted by John L. Ostner on Tue, 2015-01-06 21:27

Conversion from a non deductible IRA to a ROTH IRA sounds great but I know there is a
“proportionate rule” regarding ownership of other IRA accounts. What is the rule and where can I go to get the correct information on how to enact this conversion?



Submitted by nick sklenar on Tue, 2015-01-06 23:29

i believe that IRS form 8606 will help you do the calculation



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