dmertz
Level 15

Retirement tax questions

Yes, the traditional IRA contribution for 2018 is reportable on the 2018 tax return.  The Roth conversion is reportable on the 2019 tax return by entering the 2019 Form 1099-R next year.  If the contribution for 2018 is nondeductible, TurboTax will prepare 2018 Form 8606.  Line 14 of the 2018 Form 8606 will carry forward to line 2 of the 2019 Form 8606.

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