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Retirement tax questions
Thank you for the quick reply!! The conversion was ~March 2020.
If I recall correctly, there were a couple operations performed close to one another:
- 401k(s) (all with Fidelity) to IRA rollover
- A portion of the resulting IRA was then converted to Roth.
The 5498 shows the beginning and Dec31st balances. But perhaps I've not waited long enough for Fidelity to issue the 1099-R. I can certainly check with them though.
‎February 13, 2021
6:02 PM