lefty
Level 4
04-17-2021
06:36 PM
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thank you so much for your quick response!
he made contributions in 2021 FOR 2020 then immediately converted it to a Roth (during 2021).
You helped me realize he wont get the 1099-R until end of 2021 and therefore there's nothing that needs to be done on his 2020 tax return relating to the conversion.