Basically I want the conversion to be accounted for my in 2017 return (I was planning to make another contribution to my IRA followed by a conversion in after April 15th 2018 to get back on the same annual cycle). Since the contribution and conversion were made after December 31st (but before April 15th), I thought I could file them with my 2017 return. I could not however obtain a 1099 R for the conversion from Schwab because they told me they are released at the end of the calendar year.
