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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?
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June 1, 2019
8:49 AM
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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.**
June 1, 2019
8:49 AM