Carl
Level 15

Retirement tax questions

@VolvoGirl I'm not sure, but how you report it may depend on if it's a conversion or recharacterization, and one affects the AGI while the other doesn't. Don't know which is which. But how it's reported would also depend on if it's a trustee-to-trustee transfer or not, I would think. I myself am not exactly up to snuff on this. Just wanted to point it out, just in case.