mrf
New Member

What is the date deadline for any given tax year for IRA to Roth rollover ?

If an IRA to Roth rollover occurs after 12-31-18 but before 4-15-19, can that income be recognized for the year 2018 since there will be no 1099 issued for 2018? 

Retirement tax questions

No. Dec 31, 2018 for a 2018 conversion.   Any conversion in 2019 is a 2019 conversion and will be reported next year on your 2019 tax return.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**