Here’s a way for saving, potentially, thousands in taxes on IRAs, including on those that you inherit: To get started, learn all about the IRS Form 8606. This article lays out the purpose of the Form ...
In this Ask the Hammer, a reader raises the question: “Apparently, there's a great deal of confusion regarding the need to file Form 8606 to only report Roth conversion in a year when no other ...
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