Frequently Asked Questions
Browse the FAQ’s below and feel free to reach out to if you have a different question, or want to see whether they apply to your situation.
You should use your current address at the time of filing the return, not the one from the end of the tax year.
The IRS uses the address on your return to:
Send refunds
Contact you about your return
Issue notices or request additional information
The main benefit is long-term tax-free growth and tax-free withdrawals. By converting after-tax Traditional IRA contributions into a Roth IRA, you avoid Roth income limits and build retirement savings that won’t be taxed again.