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Level 1
June 1, 2019
Question

What is the date deadline for any given tax year for IRA to Roth rollover ?

  • June 1, 2019
  • 1 reply
  • 22 views

If an IRA to Roth rollover occurs after 12-31-18 but before 4-15-19, can that income be recognized for the year 2018 since there will be no 1099 issued for 2018? 

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 1, 2019

No. Dec 31, 2018 for a 2018 conversion.   Any conversion in 2019 is a 2019 conversion and will be reported next year on your 2019 tax return.

**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.**