MindyB
Expert Alumni

Get your taxes done using TurboTax

Yes, you should have received a 1099-R, unless you made the contribution in 2025 and designated it for 2024, then made the conversion also in 2025.

 

Most brokerages will provide the 1099-R via your online account.  I recommend checking there, and the next step is reaching out to your brokerage.

 

If you made the contribution/conversion in 2025, you'll only report the contribution.  Next year, you'll report the conversion on the 2025 tax return.