Can you review the mechanics of the aggregation rule for IRAs when calculating the taxable portion of a Roth conversion under IRC Section 408(d)(2)?
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The searches the AI actually ran for this prompt.
SEED QUERY
Can you review the mechanics of the aggregation rule for IRAs when calculating the taxable portion of a Roth conversion under IRC Section 408(d)(2)?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
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Classifying 2 queries…
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ChatGPT2 real searches · gpt-6
IRC Section 408(d)(2) aggregation rule Roth conversion Form 8606 instructions 2025 IRS Google ↗
IRS Publication 590-A 590-B Roth conversion aggregation traditional SEP SIMPLE IRA basis pro rata rule Google ↗
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- 26 CFR § 1.408A-4 - Converting amounts to Roth IRAs. | Electronic Code of Federal Regulations (e-CFR) | US Law · law.cornell.edu
- U.S.C. Title 26 · govinfo.gov
- Instructions for Form 8606 (2025) · irs.gov
- 2025 Instructions for Form 8606 · irs.gov
- Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs) · irs.gov
- IRC § 408(d)(1) and (2) · law.cornell.edu
- IRC § 408A · law.cornell.edu
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRC Section 408(d)(2) aggregation rule Roth conversion Form 8606 instructions 2025 IRS OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Publication 590-A 590-B Roth conversion aggregation traditional SEP SIMPLE IRA basis pro rata rule OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |