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Retirement tax questions
@qofmiwokA in plan Traditional 401(k) to 401(k) Roth rollover *is* a conversion.
They do not have an option to not issue a 1099-R - that is required by law by January 31 following the year of the rollover/conversion.
**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.**
‎July 8, 2019
5:26 PM