DanaB27
Expert Alumni

Retirement tax questions

You might want to double check with fidelity if you did a conversion from a traditional IRA to a Roth IRA then you should get a 1099-R. When did this conversion happen?

 

Yes, conversions from a traditional IRA to a Roth IRA have to be included in your taxable income unless you had and tracked nondeductible contributions to your traditional IRA.

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