Transfer from trad IRA to Roth

[kathyedick]

I will be withdrawing $4,000 from a traditional IRA and depositing the full amount to a Roth IRA.  I would like to do this for tax year 2023.  I do not have a 1099-R or any other forms for this transaction.  How can I do this?  And then, how do I handle this next year given I would then receive a 1099-R for this amount for tax year 2024?

[VolvoGirl]

It's too late to convert to a ROTH IRA for 2023.  Had to be Jan 1- Dec 31.    If you do it now it will be for 2024.  Why are you trying to do it for 2023?  

[kathyedick]

I want to pay the taxes on the withdrawal for tax year 2023.  It actually has little to do with actually transferring to a roth.

[VolvoGirl]

Sorry had to be done in 2023.