erickmers
Level 1
05-25-2022
04:47 AM
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For tax year 2021 they received a 1099-R with distribution code 2 for 12k from traditional IRA they put 6k into the Roth for 2020 and 202 for the Backdoor rollover Since they did this before April 15th of 2021 6k was for 2020 and 6k was for 2021
I Think the broker should’ve done two separate 1099R one for 2020 and one for 2021 even though it was done in 2021 am I correct or is there a way to report this