Real ChatGPT answer · index seedNPIJOYXev34completeFinance and banking · retirement accountsinformational
How does the IRS determine the aggregate account balance when applying the pro rata rule for Roth conversions if distributions occur across multiple traditional IRA custodians in the same tax year?
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How does the IRS determine the aggregate account balance when applying the pro rata rule for Roth conversions if distributions occur across multiple traditional IRA custodians in the same tax year?
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| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS Form 8606 instructions line 6 December 31 value all traditional SEP SIMPLE IRAs distributions conversions pro rata multiple custodians 2025 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Publication 590-A pro rata rule traditional IRAs all accounts aggregate basis distributions conversions OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |