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Retirement tax questions
You indicate that the conversion to a Roth Ira should be entered by entering the information from the 1099-R. However, the 1099-R will not be issued until after the tax season. How do I get around this? I believe I have all of the relevant information - Date nontraditional Ira was established; date of the conversion to a Roth Ira; the amount contributed to the non-tradional IRA; the amount converted to a Roth IRA; the basis amount for the conversion.
March 14, 2022
6:59 PM