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No 1099-R Provided
I made a 401k to Roth 401k conversion on December 31, 2019. My provider is refusing to provide a 2019 1099-R, stating that the cutoff for 2019 was December 30. I planned my taxes around the conversion occurring in 2019. Can I claim the income in 2019 without the 1099-R form?
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March 6, 2020
9:03 AM