DanaB27
Employee Tax Expert

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Where did the funds that your spouse moved from the traditional IRA to Roth IRA reported on the 2021 Form 1099-R come from? If they were nondeductible your spouse should have a basis from your 2020 tax return? Or did your spouse make accidentally two contributions for 2021 (one in 2021 and one in 2022)?

 

@prime2311

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