@sazizo wrote:
Thanks for your response. The Roth conversion took place in January of 2019, is it possible to apply that for my 2018 tax year as it was before April? I could then amend my 2018 tax return to include it then instead of 2019. Thanks
Not possible. Conversions after December 31, 2018 are 2019 conversions. If reported on a 2019 1099-R then it goes on your 2019 tax return.
The April 15, 2019 due date is a common misconception. You are allowed to make a 2018 IRA *contribution* up to the due date of the return, but that does not apply to IRA distributions (and a conversion is a distribution that was converted), that can only be reported in the year of the distribution.
**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.**
