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April 14, 2024
Question

I never receive a pension so how do I answer this question?

  • April 14, 2024
  • 1 reply
  • 0 views
do not know what a conversion is ?

1 reply

April 14, 2024

If you didn't receive a Form 1099-R then you you do not need to enter anything in the retirement section,

 

A conversion is when you move funds from a pre-tax retirement to an after-tax retirement account. For example, from a traditional IRA to Roth IRA. Conversion are taxable unless you had a basis (after-tax contribution) in the account.

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