khorshed
Level 3

A client in his late 70's converted $40K from Traditional IRA to Roth IRA. Ameriprise issued him a 1099R with code 7 in Box 7, they sent him a letter telling to report the conversion on Form 8606.

My questions are:

Is code 7 correct in conversion from IRA to Roth?

How to get Form 8606 populated? 

0 Cheers