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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?
March 3, 2023
10:50 AM