I understand that it "could" take 2-4 days to process, but mine didn't.  It said so on my confirmation page before I placed the order, and it said so after it completed on Dec. 28.  So the distribution did complete on the 28th, not Jan. 2nd.  In fact, on my confirmation letter, it says: "To determine if a payment from your Roth account(s) is qualified, your Roth Begin Date is December 28, 2018.".   They're going by the own made-up cut-off date, instead of the actual conversion date. ... View more

Again, this was not an IRA account.  this roll over was from a 401k to Roth 401k.  No IRA accounts involved.   I made the request online on Dec 28th, 2018, and it was completed on the same day based on their own records and confirmation.  They claim I missed the deadline by one day (Dec 27), so they're reporting it for 2019!  This is wrong!  As far as IRS, if it was dated prior to Dec 31, it must be reported for that year.       ... View more

I know all of my rollover is taxable as income, but when I use code G, Turbotax tells me I don't owe anything which is wrong.  I don't have any IRA/SEP/Simple accounts!   My bank refuses to send me a 1099-R for 2018 even though the rollover was done on Dec. 28 2018.   ... View more

I have the same exact problem, and I don't know what codes I need to use when converting a portion of 401k to Roth 401k (Not IRA!).  Which codes did you end up using?   Thanks!  ... View more