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Get your taxes done using TurboTax
The contribution to after-tax and the subsequent rollover to Roth occured in 2021 December. The removal from Roth occured in July 2022. Received a 1099 from Fidelity (Code PJ) in Feb 2023 indicating the removal.
NO, neither the contribution nor the roll over were reported in 2021. That is what I am trying to determine now.
Thanks.
March 8, 2023
1:59 PM