qbteachmt
Level 15
04-01-2021
10:46 AM
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"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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Don't yell at us; we're volunteers