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Form 8915E

Level 1

Client converted from Traditional to Roth IRA last year, 2020.  Qualified to report only 1/3, how do I report 1/3 for 2021?  I could not make form 8915E work, please help.


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1 Comment 1
Level 13

Roth conversions in 2020 did not qualify for the 3-year spread.  So how you report it is you go back and amend the 2020 return to report it correctly.