JulieS
Expert Alumni

Get your taxes done using TurboTax

No, that is not a good idea. If you can't get the provider to issue the 1099-R for 2019, you are certain to get a letter about not reporting it in 2020.

 

Did the conversion actually take place in 2019, or did they process it in 2020 even though you arranged it in 2019?

 

If the actual conversion took place on December 31, 2019, they are supposed to issue the 1099-R for 2019. They may have taken your order for the conversion and processed it after January 1, 2020. 

 

You can try again to get your 1099-R issued in 2019, but they won't do it, you should report the conversion in 2020.

 

 

 

 

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