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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.
‎June 1, 2019
12:55 PM