DanaB27
Expert Alumni

Retirement tax questions

Yes, you will use the conversion instructions next year when you get your Form 1099-R.

 

The question “Any Nondeductible Contributions to Your IRA?” during the IRA contribution interview only matters if you had a previous nondeductible contribution before 2021 (reported on Form 8606 line 14 in previous years).

 

 

 

@vignesh 

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