Solved
Conversion from traditional IRA to Roth. Contribution and conversion for 2023 done in early 2024.
In February 2024 I made a non-deductible contribution to my traditional IRA at Schwab for Tax Year 2023. I then converted the total contribution from the traditional IRA to my Roth IRA. This is permitted because I made the contribution before April 15, 2024. How do I get a 1099-R for reporting the distribution of the amount I converted to the Roth? Can I receive a 1099-R from Schwab for 2023 or do I wait to receive 1099-R in 2024 for this 2023 transaction? Thank you.
