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Retirement tax questions
Thank you again macuser! I can read the screenshots, so I appreciate it. To confirm, for the first screenshot where you say to enter the 1099-R, since the distribution happened in 2018, I did not receive a 1099-R form. Should I just fill in the 1099-R as you had in your screenshot (after filling in the payer info)? Another question is on Form 8606-T line 8, it asked the amount converted from traditional to Roth in 2017. Since I technically converted in 2018, not 2017, should I still go ahead and write the $5464 or would I write $0 and enter that amount on the 2018 tax return? Thank you!
‎June 6, 2019
12:24 PM