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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.
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March 3, 2023
11:14 AM