- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.**
‎April 16, 2020
3:17 PM