Hello, I think I'm missing a 1099-R, but want to make sure.
Here is the timeline of my issue:
03/01/2021 - Made a $6,000 contribution to my Roth IRA
12/20/2021 - Did an Excess Contrib Withdraw to pull out the $6,000 since I am above the income limit
12/20/2021 - Opened an IRA account
03/22/2022 - Made a non deductible $6,000 contribution to the IRA for 2021
04/05/2022 - Converted the IRA to a Roth.
As of right now, I have only 1 1099-R that shows a J8 code, and I THINK that is the Excess Contribution Withdraw.
Should I also have a 1099-R that shows the conversion?
Thanks!!
