Updates

IRS Elaborates on Roth Rollovers, Conversions

01/04/2012


January 4, 2012 – The IRS has at its website a compilation of references pertaining to in-plan Roth rollovers and Roth IRA conversions. The information, in part, dovetails with recently released 2011 Form 8606, Nondeductible IRAs.  (This form has been substantially revised from the 2010 version, to better accommodate in-plan Roth rollovers, while also serving Roth IRA, Traditional IRA and SIMPLE IRA purposes.  Form 8606 and its instructions are under detailed review at this time, and a presentation to ERISA technical staff is scheduled.) 

At the IRS website, the IRS references Forms 1040 and 8606 and their instructions, Publications 590 and 575, and Notices 2009-75 and 2010-84.  The IRS webpage may be accessed as follows. http://www.irs.gov


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