dmertz
Level 15

Retirement tax questions

The Roth conversion must be reported on the tax return for the year of the Form 1099-R.  If it's a 2020 Form 1099-R, it must be reported on an amended 2020 tax return.  If it's a 2021 Form 1099-R, it's a 2021 conversion, not a 2020 conversion and would go on your 2021 tax return.