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Retirement tax questions
I did a conversion from a tradition IRA to a Roth IRS but did not receive a 1099 only a 5498 form. I called the company to see if they are sending out a 1099 and they said no. How do I enter the conversion into turbo tax without the 1099. It will only let me enter a contribution which then says I have an excess and have to pay a penalty.
‎February 3, 2022
4:38 PM