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Retirement tax questions
How did you report the 2018 conversion on your 2017 tax return if you did not have a 2017 1099-R?
Did you, by chance, say in the IRA contribution interview that you "switched" (recharactorized) the Traditional IRA contribution to a Roth IRA? A *conversion* is NOT a recharacterization - totally different.
Did you, by chance, say in the IRA contribution interview that you "switched" (recharactorized) the Traditional IRA contribution to a Roth IRA? A *conversion* is NOT a recharacterization - totally different.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 6, 2019
1:17 AM