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Retirement tax questions
Sorry, I should have been more specific. I was asking about what amounts, if any, are shown in boxes 1, 2, 3, 4, 8, 9, and 10 of the Forms 5498.
The two Forms 1099-R suggest that Roth conversions totaling $12,500 were performed, $6,000 from one traditional IRA and $6,500 from another traditional IRA, but that's all that the Forms 1099-R indicate.
‎April 10, 2024
7:44 AM