SL12345
Returning Member

Which year to report rollover from previous employer 401k to a traditional IRA

1. I rollovered my previous employer's 401k to a traditional IRA in Feb 2023. Which tax year should I report this rollover? I have not received the 1099R for this rollover yet.

 

2. If I will convert this into Roth IRA later, should I do it before April 2023 or after April to simplify the tax?