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.**