MarilynG1
Expert Alumni

Retirement tax questions

If you reported the recharacterization in 2019 when you entered your Roth contribution, you would report the conversion in 2020.

 

You would have two 1099-R's for 2020. 

 

Click this link for detailed info on Recharacterization/Conversion if this applies to you. 

 

 

 

 

 

 

 

 

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