MichaelG81
Expert Alumni

Retirement tax questions

1. Correct, do not report this year.

2. You can do so anytime in 2023. If you made a contribution at anytime in 2023 it can be counted in your tax return done in 2024. 

3. If you did this rollover/conversion in 2023 it would be reported in 2024 on your 2023 tax return.

@SL12345 

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