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Which year to report rollover from previous employer 401k to a traditional IRA
1. I rollovered my previous employer's 401k to a traditional IRA in Feb 2023. Which tax year should I report this rollover? I have not received the 1099R for this rollover yet.
2. If I will convert this into Roth IRA later, should I do it before April 2023 or after April to simplify the tax?
March 3, 2023
10:22 AM