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Conversions must be reported to the IRS. For tax-filing purposes, you will receive an IRS Form 1099-R and an IRS Form 5498 when a conversion takes place. You must report any amount converted from a tradi- tional to a Roth IRA on your federal income tax return.
What form do you get for a Roth conversion?
Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions (RMDs) to the IRS.
How do I complete a Roth conversion?
How to do a Roth IRA conversion Open a Roth IRA account. You'll need to open a Roth IRA account at a financial institution. ... Contact your plan administrators. Reach out to both the new and old financial institutions to see what they need to make the conversion to the new account. ... Submit the required paperwork.
Can I convert my traditional IRA to a Roth IRA TD Ameritrade?
Effective January 1, 2010, you can convert a Traditional IRA to a Roth IRA regardless of your income level.
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