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Retirement tax questions
I called the administrator/trustee and they said that the conversion will be effective for 2022 not 2021 . A 1099 will be issued for 2022. They claim this is because they need at least 5 days prior to end of year for processing. There was no notice on the web site about the 5 days needed and my statement and web account shows the conversion was completed 2021.
Do I have any recourse ? Does the IRS use the 1099 as the date for the conversion or my statement ?
‎June 22, 2022
9:12 AM