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Money contributed to Traditional IRA in 2024 (above Roth limits) and moved to Roth (conversion) prior to 4/15/25. How do I account for that on 2024 taxes?
Given the contribution happened in 2024 and the conversion happened in 2025 (for 2024 tax year), no 1099-R was generated. Unsure of how to report on 2024 taxes without 1099-R for 2024.
March 11, 2025
3:33 PM