puravidapto
Level 7

@George4TacksThank you so much do doing the exercise. The original numbers in the IRS example may cause coincident. Can you change the 2015 conversion amount to 13,000 and 2016 conversion amount to 17,000, and see what the form 5329 look like? Is that what you are expecting?

PS: I assume the form 8606 will not change.

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