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Retirement tax questions
I have a 2022 Form 5498 and you are right, it reflects the rollover from the traditional IRA to the Roth IRA for half the funds. The change to move a portion of the funds back to a Traditional IRA occurred within 60 days but in January 2023 so I will not receive the Form 5498 for the Rollover from the Roth IRA to the Traditional IRTA until early 2024.
March 15, 2023
1:14 PM