qbteachmt
Level 15

"If converted now, can it still go on the 2020 return. Provided the mutual fund company can send a 1099R for 2020"

No and no.

It would be taxable in 2021, reported on a 1099-R for 2021.

You have the calendar year to take these actions. You have to the tax return filing to make contributions. Two different types of tasks.

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