Income spread on QRP rollovers to Roth?
Does the special 2 year spread of 2010 Roth conversion income also apply to distributions from employer plans that are rolled directly to Roth IRAs? Or does the participant need to first roll to a TIRA and then convert?
Thanks
Permalink Submitted by Joseph Arsenault on Tue, 2010-03-30 17:14
It applies to a Direct Conversion the same as if you converted your Traditional to a Roth. He does not have to move to a TIRA first.