I have a similar situation. When I told my bank that I wanted to redeposit the funds into my Roth IRA, they transferred the $ from my checking acct into a traditional IRA, then did a conversion to a Roth. They explained that it was cleaner that way. Because the withdrawal from the 401k was in late December, the conversion did not take place in January of 2021. I only have a 1099-R from the 401k, but no forms from the bank for the deposit into the traditional IRA or the transfer into the Roth. Should I be getting any forms from the bank? Where would I find the Roth conversion in TT?
Thank you!
