@coolkiwilivin wrote:
here is the screen:
I'm assuming I'll get the 1099 for 2020 next year but wasn't sure if I needed to put the future amount in there or just leave it blank & I assume in 2021, I'll put in the this years amount in the 2019 field.
That is the Savers Credit and only applies to new retirement plan contributions. Rollovers and conversions are not new contributions and are not entered at all.
**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.**
