I don't doubt you, but note that the instructions for Form 8606 say that it's required if you've done any Roth conversion. I guess a filer who does an indirect conversion and also blows off that requirement runs the risk of having some explaining to do.I would note that we've heard of more than a few taxpayers and tax preparers who do not bother to file Form 8606 just to report a Roth conversion that is fully taxable, believing it serves no purpose.
Statistics: Posted by ssel — Mon Oct 13, 2025 7:21 pm — Replies 72 — Views 4573