Hi, I was hoping to get clarification on your comment below. If the 2020 contribution was made in 2021 and the 2020 conversion was made in 2021, should the contribution be shown on the 2020 tax but the conversion not shown until 2021? That is what I did on my 2020 tax return, I only showed the contribution since no 1099-R generated until 2021. It sounded like the original poster you replied to did something similar to me, so I want to confirm whether or not I need to redo my 2020 taxes. I am currently having issues too because TT is showing one of the $7,000 as taxable and one as non-taxable (both contributions and conversions for 2020 and 2021 occurred on the same day in March 2021 so no income generated prior to conversion). Before I move forward with completing my 2021 taxes, I want to determine if I have a problem with my 2020 taxes.
"You should not be entering your 2020 contributions or conversions on your 2021 return. Those should have been entered on your 2020 return. If they were not then you need to go back and amend the 2020 return to include those amounts".
