Real ChatGPT answer · index seed6o6EqpxbehwcompleteFinance and banking · retirement accountscommercial
Can someone explain the pro rata rule for retirement accounts in simple terms because I am rolling over an old 401k and confused about taxes?
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SEED QUERY
Can someone explain the pro rata rule for retirement accounts in simple terms because I am rolling over an old 401k and confused about taxes?
1 real search · 1 real-search pass
IRS pro rata rule traditional IRA aggregation 401k rollover Roth conversion after-tax basis Form 8606 401k not includedGoogle ↗
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ChatGPT1 real searches · gpt-6
IRS pro rata rule traditional IRA aggregation 401k rollover Roth conversion after-tax basis Form 8606 401k not included Google ↗