How do I record a 2018 backdoor Roth conversion that occurred after Jan 1, 2019 if I don't have a 1099-R?

[dmertz · Accepted solution]

A Roth conversion performed in 2019 is reportable on your 2019 tax return, not on your 2018 tax return.  Any basis in nondeductible traditional IRA contributions for 2018 will appear on line 14 of your 2018 Form 8606 and carry forward to line 2 of your 2019 Form 8606 to be applied in calculating the taxable amount of your 2019 Roth conversion.

[CalCountry]

You may not have executed a 'backdoor' conversion for 2018.  The withdrawal from the traditional IRA to execute a Roth conversion must have taken place no later than December 31st of the tax year. If your withdrawal occurred before December 31st 2018, you would have to have deposited into the Roth within 60 days after the withdrawal to complete a conversion.  If your withdrawal occurred after December 31st of 2018, you will only receive a 2019 1099-R next year which will reflect the withdrawal as a 2019 transaction..