The form 1099-R for 2019 probably has code "P" in box 7, which means the distribution belongs to 2019. If you did not report the distribution on your 2019 tax return, you should amend it to report the distribution, by following these instructions for the 2020 contribution and distribution:
- Deductions and Credits
- Retirements and Investments
- Traditional and Roth IRA contributions
- Follow the instructions to enter a Traditional IRA contribution, and indicate that it is a non-deductible contribution
Enter the form 1099-R as follows:
- Income and expenses
- Retirement Plans and Social Security
- IRA, 401(k), Pension Plans (1099-R)
- Your form 1099-R should have code "7" in box 7, and you will be asked What did You do With the Money?, to which you answer I Moved it to Another Retirement Account
- Indicate that you did a Combination of Rolling Over, Converting, or Cashing Out the money
- Enter the amount you Converted to the ROTH IRA account
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