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Retirement tax questions
A Roth conversion can only be entered by entering a 1099-R that must have the proper codes and check marks. Most 2020 1099-R's will not be sent until the end of January 2021. Do you have a 1099-R to enter?
**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.**
‎November 20, 2020
8:00 AM