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Retirement tax questions
The deadline for making a 2016 Roth conversion was Dec. 31, 2016. If converted in 2017, then you will receive the 1099-R in Jan. 2018 and it will go on yiur 2017 tax return.
The April 18, 2017 date only allows new IRA *contributions* for 2016, not conversions that are always reported in the tax year converted.
**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 4, 2019
9:26 PM