Retirement tax questions

If you made a conversion after you received your 1099-R, then the conversion would be reported in a different tax year.

For example, if you received your 2021 Form 1099-R this year, and converted this year (2022), those are two different reporting periods.  

You’ll report the 1099-R for 2021 on your 2021 return.

You’ll report the conversion on your 2022 return.  You'll get the 2022 Form 1099-R near the end of January 2023, before you file your 2022 tax return.

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