rkdiaz1
Returning Member

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.