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Forgot to report a Roth Conversion from in 2021 -- How to best submit that 1099-r info with my 2022 taxes?
Hello-
I started converting a traditional IRA to Roth in 2021. But I did not see the 1099-r form and didn't report in with my 2021 taxes.
To catch up on this omission, is it permisable to insert the missed 1099-r information from 2021 into my 2022 taxes? I also converted some of the trad IRA in 2022.
I can see doing this by either having two 1099-R forms, one for the 2021 and one for the 2022 conversions, or by simply totalling what the correct amounts should be on the single 1099-r that I submit. Leaning toward the latter.
-PeteZa
March 7, 2023
12:06 PM