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Retirement tax questions
Did they actually do the conversion? Your statements should show the IRA distribution and Roth addition.
They were required to get a 2018 1099-R to you no later than January 31, 2019.
They were required to get a 2018 1099-R to you no later than January 31, 2019.
**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
4:10 PM