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Retirement tax questions
My MAGI exceeds the contribution limit of Roth. This is the 1st time I use backdoor Roth. I did the 2020 Tradition IRA contribution on 3/3/2021 and converted all fund to Roth on 3/4/2021. The broker said I will not get a 1099-R for 2020 since I did it on 2021. I followed your steps through Part I but then stall at Part II which requires to enter data in 1099-R. What should I do since I do not have a 1099-R? Thanks.
March 25, 2021
8:25 AM