Retirement tax questions

You should have received the 1099-R no later then Jan 31, 2022.

 

The filing deadline for your tax return showing the conversion is April 18, 2022 or Oct 15 if you file an extension prior to April 18, but any tax owed mist be paid by April 18.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**