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Retirement tax questions
11. "Any Roth IRA Conversions before 2019?" Yes
12. "Tell us the years" 2018, for the $1000 that had to be converted
13. "Enter 2018 Conversions" 2018 Taxable conversion is 0, and 2018 Nontaxable conversion is 1000, right? Since I've already paid tax on that 1000 that I had originally contributed into Roth?
No! You said in your other question that your conversion of the $1,000 was in January 2019. Where is the 2019 Form 1099-R reporting this conversion? Where is this $1,000 now?
March 16, 2020
12:58 PM