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Retirement tax questions
" the $309.28 earnings into the return?"
This amount is ignored and does not go on your tax return.
The amount you converted goes on your tax return.
The $2,000 appears on Form 8606 if you elect or are forced non-deductible.
Otherwise, Schedule 1 Line 20.
"won't the IRS be looking for 2 1099's?"
The IRS already has 2 1099-Rs from your custodian.
3 weeks ago