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Retirement tax questions
I don't think there is a penalty on a conversion to ROTH. Maybe the IRS didn't know it was converted to a ROTH. Did you do this in 2019? You should have received a 1099R from Vanguard. What code is in box 7? Did you get a check and put it into the ROTH or did they do a direct transfer?
‎July 22, 2020
8:59 AM