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.**