Deductions & credits

What makes you think a Roth conversion is not taxable - it is.    Converting a before tax retirement account  to an after-tax retirement account always require that the tax be paid.    Only if there was after-tax money in the first account would some or all the conversion not be taxable.

 

The 1095-A and 1099-R are not related in any way.  The difference is the tax on the conversion.

**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.**