DanaB27
Expert Alumni

Retirement tax questions

If you didn't receive a Form 1099-R then you you do not need to enter anything in the retirement section,

 

A conversion is when you move funds from a pre-tax retirement to an after-tax retirement account. For example, from a traditional IRA to Roth IRA. Conversion are taxable unless you had a basis (after-tax contribution) in the account.

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