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Retirement tax questions
@dmertz thanks for answering one of my questions, I got the following forms:
IRA 5498 - $1000 contribution
Roth IRA 5498 contribution $1100
1099-R,. boxes 1 and 2a show $1100
Based on my reporting I am taxed on $100 when converting as it was an IRA income. Wanted to make sure no other place where I needed to report it. I didn't get 1099-INT
March 17, 2024
12:14 PM