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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.
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.
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‎April 27, 2021
7:37 PM