@sfoksn wrote:
@dmertz Thank you very much. That's true, that's why I just received1099-Rs for my 2018 tax year conversion in 2/2020, since the conversion was done in 1/2019.
You are repeating your error. It is NOT a 2018 conversion. 2018 conversions had to be completed before Dec 31, 2018. If converted in 2019 it is a *2019* conversion. You could not receive a 2018 1099-R for a conversion done in 2019 - it must say 2019 on it.
You are confusing the rule that allows *contributions* for the prior tax year up to April 15 of the follow year. That does NOT apply to distributions/conversions that are reported in the year distributed/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.**
