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April 14, 2020
Question

I contributed $6K to a Traditional IRA for 2019 and converted it to a Roth IRA. I also converted my SEP-IRA account to a ROTH IRA in Jan of 2020. How do I report this?

  • April 14, 2020
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1 reply

AmyC
Employee
April 14, 2020

For 2019, see How do I enter a backdoor Roth IRA conversion?

For 2020 and the SEP conversion, it is just a rollover and your 1099-R form will have rollover marked. 

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