- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks, @dmertz .
So, even if the conversion was agreed upon (still reviewing my notes), we should not be taxed on the conversion because the funds in the Traditional IRA were made in the same year as the conversion to the Roth IRA with post-tax dollars and had not been deducted. How do we reflect this in our tax return?
Thanks.
ā€ˇFebruary 20, 2020
2:48 PM