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Retirement tax questions
The Roth contribution were for 2018. It is now 2019. Technically, the money transferred into the Traditional IRA (TIRA) would now be a 2018 TIRA contribution since I was undoing the Roth contributions. Since this is an "after-the-fact" deposit, I will not have a 1099-R to document this deposit.
‎June 4, 2019
7:35 PM