erickmers
Level 1

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

 

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