How to pay taxes on 401K > Roth IRA conversion if I already filed my tax returns

Hi,

I filed my tax returns in January 2020. Due to a job change in March, I converted a 401K to a Roth IRA (via a rollover account). How do I report and pay taxes on this conversion if I've already filed (and received) my return?

posted

If March of 2020 then that will be reported next year on your 2020 tax return with a 1099-R that you should receive next January.

**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.**