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Retirement tax questions
A 2020 conversion can only be reported on your 2020 tax return next year. You will receive the 1099-R next January.
(A 2019 conversion must have been completed before Dec 31, 2019).
**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.**
‎July 23, 2020
1:16 PM
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