DanaB27
Expert Alumni

Retirement tax questions

You will report the rollover into the traditional IRA on your 2020 tax return as ColeenD3 explained above. You do not need a form to confirm that you put it into the traditional IRA.

 

On you 2021 tax return you will enter the 2021 1099-R that you will get in 2022 for the conversion.

 

 

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