- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you! So to confirm, if we did not receive a 1099-R for 2023, since the traditional IRA contribution which was converted to a Roth IRA in 2024, we should only complete step 1 outlined in your message?
‎February 12, 2024
6:44 AM