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Retirement tax questions
The 1099-R does only reports a distribution. What you did with the money is something that you must report yourself. If you converted that money to a Roth then when entering the 1099-R, you answer the interview question that you moved it to another retirement account and converted it to a Roth,
**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.**
May 18, 2020
11:07 AM