- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@bdavi1 the contribution goes on your 2025 tax return.
the conversion from the Trad to the Roth is a 2026 transaction and the 1099-R will be sent to you next year.
The 1099-R reports the conversion, not the contribution.
yesterday