I submitted an IRA conversion to Roth IRA on 12/30/23, but this was not processed by the brokerage company until the next business day which was 1/2/24. The transaction was not reported in 2023 1099R. Can I still report this in 2023 tax return? And include an explanation in my tax filing?!
I feel like customers are at the mercy of the varying processing time of the institutions.
