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Broker not issuing a 1099-R for backdoor Roth conversion
I opened a new traditional IRA in 2020 and funded it with $6K (for 2019) which I immediately moved to a Roth. The broker is not issuing a 1099-R but instead saying a 5498 will be issued next year.
1. Is this right?
2. How do I capture this transaction in my 2019 return without a 1099-R? The instructions here @https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-backdoor-roth-ira-convers... are based on receiving a 1099.
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‎July 13, 2020
6:59 PM