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posted Jun 1, 2019 8:49:14 AM

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

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? 

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Level 15
Jun 1, 2019 8:49:16 AM

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.