Hello,
Q1:
I have an existing 401k Rollover traditional IRA account at Fidelity.
I put $14k (2021 and 2022 IRA limits) into the Rollover traditional IRA, in February 2022.
I then opened a new Roth IRA at Fidelity, and immediately (within a couple days) rolled the 14k in the traditional IRA to the Roth IRA.
I did not receive a 1099 or any other tax forms for this.
Do I need to report anything on my 2021 return? Or will it all be on the 2022 return?
Q2:
I rolled 401k money from a previous employer to a traditional IRA. They sent me a form 5498. I did not actually pull any money out of the 401k.
Do I need to report this on my 2021 return?
Thanks,
Rick
