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Retirement tax questions
An in-house Roth conversion of the $0.20 would simply be included on the code-2 Form 1099-R along with the first conversion. The the number of cents on the original conversion was between $0.30 and $0.49, the rounded result will increase by $1 but that $1 increase will be unlikely to change the tax liability.
‎October 17, 2022
2:45 PM