@Mpatel78 wrote:
For 2019 backdoor ROTH IRA conversion, I was little late and that transaction happened on Jan 3rd 2020. So, I don’t have 10990-R form.
How can I add backdoor ROTH IRA conversion?
I tried follow different steps from this forum, but it’s bit confusing when it’s asking me to add 1099-R form. Appreciate your help.
You will report it on your 2020 tax return next year. If converted after Dec. 31, 2019 it is a 2020 conversion. Be sure to report any 2019 nondeductible Traditional IRA contributions on a 2019 8606 form that you will need.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
