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Deductions & credits
I am also in the same situation. i did purchase ETF in 2020 from Roth IRA distribution but then recharacterize the complete amount to Tradition IRA in 2021. The money grow there by couple of hundred dollars. Now i moved the money back to Roth IRA (backdoor conversion). Vanguard told me that they will provide the 1099 R form for this transaction in 2022 so can I file taxes for the amount that grow before i make backdoor roth coversion along with 2021 taxes or i need to add it in my 2020 taxes.
May 1, 2021
10:38 AM