SL12345
Returning Member

Retirement tax questions

Thanks!

1. Does it mean I do not need to report this rollover for 2022 tax return even it happened in Feb 2023?

2. Should I do the conversion to Roth after April, so it would be counted for the tax year 2023, correct?

2. And I can report both rollover (401k to traditional IRA), and the conversion (Tradition IRA to Roth IRA) next year for tax year 2023, correct?