qbteachmt
Level 15

Oh: A Form 5498 for 2021 won't even be available, this early. I suspect you are looking at a 2020 or earlier conversion, and that visibility is for meeting the 5-year rule for Conversion vs Contribution vs all the other rules that would be evaluated. Example: One Roth account can be used for both conversion and contribution, but a lot of people don't know this, and open a "contributory" Roth and open a "conversion" Roth, having two accounts.

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