Reply To: withdrew entire RMD and rolled over entire amount (CARES ACT) is 8606 required??

Home Fairmark Forum Retirement Savings and Benefits withdrew entire RMD and rolled over entire amount (CARES ACT) is 8606 required?? Reply To: withdrew entire RMD and rolled over entire amount (CARES ACT) is 8606 required??

#16447
Alan S.
Participant

You do not have to file Form 8606 for this transaction, which is reported entirely on lines 4a and 4b of Form 1040. Your IRA basis is not changing.