DanaB27
Employee Tax Expert

Retirement tax questions

If you did the conversion to the Roth IRA in January 2021 then you will have to wait until you get your 2021 1099-R and enter it on your 2021 tax return. You will not enter this on your 2020 tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"