How To Do A Roth Conversion?

Getting Started with Alpaca
1

I want to convert a portion of my Traditional IRA to Roth. When I go to my Traditional IRA page there’s no Convert to Roth button on there. What is the exact process to do a Roth Conversion?
It has to result in a 1099-R being generated so I can’t just end run the process.

2

@greno, unfortunately, Alpaca doesn’t currently support Traditional IRA to Roth conversions. It’s on the road map, but no specific date. A workaround would be to do the conversion at your existing broker (if they support it), then transfer the resulting Roth IRA to Alpaca.

3

Thanks for the response, Dan. What about just having Support handle the conversion manually? Transfer the amount between trad ira and roth ira manually and mark it as conversion for 1099-R?

Gerry