@ari444 wrote:
Again, this was not an IRA account. this roll over was from a 401k to Roth 401k. No IRA accounts involved.
I made the request online on Dec 28th, 2018, and it was completed on the same day based on their own records and confirmation. They claim I missed the deadline by one day (Dec 27), so they're reporting it for 2019! This is wrong! As far as IRS, if it was dated prior to Dec 31, it must be reported for that year.
(And I meant to say 401(k) Roth, not Roth IRA).
That is very common and normal for the plan documentation to say that it is the posting date that is reported which can take 2-3 days. Since Dec 28 was a Friday, and Monday was a holiday then the posting date would be Jan 2, 2019. That is not unusual at all. That is why I always tell everyone to never wait to the last business day of the year or it will not get posted to the next year and the IRS will go by the year on the 1099-R form.
**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.**
