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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.
March 25, 2022
9:44 AM