Roth conversions are taxable events, so tax year does matter. The year-end Roth conversion amount should be included in the year you submit the conversion trade...
Very useful information. My IRA distribution in question was a Roth conversion, so it's considered a rollover (per page 22 of IRS Publication 590-A for 2022 tax...
I had the same problem with Vanguard before. Luckily they corrected it for me after I escalated it. The trade date determines the tax year, not the settlement d...
