It started out as a regular personal non-IRA mutual fund in 2010. In 2014 I initially converted it to a traditional IRA, then a month or so later, converted it to a Roth, don't ask me why. It must have seemed like a good idea at the time. At least, this is what I think happened based on my documents. I looked back and did not find anything in my 2014 taxes related. I probably thought since it was going into an IRA, I wouldn't need to worry about it at that time.
I understand that the IRS does not allow us to claim losses on an IRA fund, but is that still true if a fund started out as a personal non-IRA fund, lost money, then was converted to an IRA? Could I have reported a capital loss in 2014, or now, or is that not possible once it became an IRA?
Many thanks!
