ironhell
New Member

I did backdoor IRA (recharacterization then ROTH conversion) a week ago and won't get 1099-Rs or 5498 (TD Ameritrade won't give it to me till 2022), how do I file this?

I recently did IRA recharacterizations (for both the ROTH contributions I did for 2020 and 2021) and then did a ROTH conversion for $12k ($6k for each year).

I asked TD Ameritrade to get me the 1099-Rs (one for 2020 and one for 2021) and the 5498 but they said they won't get me one until the following year (when I file for my 2021 taxes).

So how am I supposed to handle reporting my backdoor IRA? Note, I see https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-file-a-roth-recharacterization-t... but it presumes I have a 1099-R.

Thank you.