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Get your taxes done using TurboTax
if I understand correctly, you have the 1099-R from the custodian that transfered the $10,000 to Vanguard, but you don't have the 1099-R from Vanguard that reflects the conversion from a TRAD to a ROTH IRA.
for the Vanguard 1099-R - did you look on their website? it should be there under statements and tax forms. (if you are set for electronic delivery, they would NOT have mailed it to you).
May 6, 2022
5:05 PM